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 | $10,855 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,661 | $88,890-22.8% | $102,423-33.0% | $77,643-11.6% |
| Participation rate | 86.6% | 80.9%+5.6pp | 76.5%+10.1pp | 70.6%+16.0pp |
| Annual return | 12.08% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,541 | $2,698-42.9% | $3,023-49.0% | $2,726-43.5% |
| Participant deferral / active EE | $4,061 | $5,145-21.1% | $5,053-19.6% | $4,647-12.6% |
| Admin fee / account holder | $75 | $235-68.1% | $9,451-99.2% | $430-82.6% |