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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $67,154 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 38-2029668 | Accounting | $20,600 |
FINANCIAL ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,731 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,249 | $43,113-53.0% | $82,719-75.5% | $77,904-74.0% |
| Participation rate | 69.3% | 63.8%+5.4pp | 72.6%-3.3pp | 73.7%-4.4pp |
| Annual return | -14.91% | 2.60%-17.5pp | 701.18%-716.1pp | 12.21%-27.1pp |
| Employer contribution / active EE | $1,030 | $1,924-46.5% | $3,009-65.8% | $2,848-63.8% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $43 | $102-57.7% | $5,329-99.2% | $133-67.4% |