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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,278 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,398 |
PLANTE & MORAN, PLLC11+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 33-1498605 | Accounting | $21,000 |
DICKINSON WRIGHT PLLC1 year Service code 29 · EIN 38-1364333 | Legal | $5,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,386 | $50,982-34.5% | $154,803-78.4% | $85,563-61.0% |
| Participation rate | 70.2% | 59.8%+10.4pp | 78.1%-7.9pp | 66.0%+4.2pp |
| Annual return | 14.49% | 30.35%-15.9pp | 58.88%-44.4pp | 31.51%-17.0pp |
| Employer contribution / active EE | $867 | $1,708-49.2% | $4,305-79.9% | $2,654-67.3% |
| Participant deferral / active EE | $2,508 | $2,474+1.4% | $5,540-54.7% | $4,375-42.7% |
| Admin fee / account holder | $238 | $846-71.9% | $14,329-98.3% | $834-71.5% |