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 | $10,900 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $8,653 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $975 |
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 | $233,867 | $75,284+210.6% | $91,001+157.0% | $69,631+235.9% |
| Participation rate | 96.3% | 80.4%+15.9pp | 75.6%+20.7pp | 70.7%+25.7pp |
| Annual return | 16.41% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $8,837 | $2,473+257.4% | $2,456+259.9% | $2,032+334.9% |
| Participant deferral / active EE | $8,224 | $3,700+122.3% | $3,547+131.8% | $3,224+155.1% |
| Admin fee / account holder | $18 | $111-83.5% | $5,417-99.7% | $110-83.4% |