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 |
|---|---|---|
Service code 10 · EIN 05-0409384 | Accounting | $8,900 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $8,341 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $850 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,032 | $75,284-25.6% | $91,001-38.4% | $69,631-19.5% |
| Participation rate | 89.5% | 80.4%+9.1pp | 75.6%+13.9pp | 70.7%+18.8pp |
| Annual return | 9.44% | 48.40%-39.0pp | 4.60%+4.8pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $2,319 | $2,473-6.2% | $2,456-5.6% | $2,032+14.1% |
| Participant deferral / active EE | $2,875 | $3,700-22.3% | $3,547-19.0% | $3,224-10.8% |
| Admin fee / account holder | $27 | $111-75.5% | $5,417-99.5% | $110-75.5% |