See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,772 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,848 |
FGMK, LLC1 year Filed as: FGMK Service code 10 · EIN 36-2929601 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,702 | $62,624+48.0% | $177,989-47.9% | $77,643+19.4% |
| Participation rate | 87.5% | 66.8%+20.7pp | 77.1%+10.4pp | 70.6%+17.0pp |
| Annual return | 14.58% | 16.16%-1.6pp | 294.48%-279.9pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,985 | $4,219+65.5% | $6,276+11.3% | $4,647+50.3% |
| Admin fee / account holder | $160 | $386-58.6% | $10,363-98.5% | $430-62.9% |