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 | $46,383 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $20,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,602 | $59,054-21.1% | $97,167-52.0% | $77,671-40.0% |
| Participation rate | 94.3% | 67.9%+26.4pp | 72.7%+21.6pp | 70.6%+23.7pp |
| Annual return | 13.98% | 16.96%-3.0pp | 75.27%-61.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $729 | $1,742-58.1% | $2,729-73.3% | $2,726-73.3% |
| Participant deferral / active EE | $8,144 | $3,930+107.2% | $4,264+91.0% | $4,648+75.2% |
| Admin fee / account holder | $173 | $346-50.1% | $5,650-96.9% | $430-59.8% |