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 INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $86,659 |
Service code 16 · EIN 92-1819393 | Consulting | $53,755 |
Service code 16 · EIN 59-1531281 | Consulting | $53,186 |
DYKEMA GOSSETT PLLC1 year Service code 16 · EIN 38-1446628 | Consulting | $31,896 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $18,994 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $15,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,090 | $104,697+117.9% | $96,544+136.3% | $80,160+184.5% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.0%+22.1pp | 72.9%+25.1pp |
| Annual return | 21.68% | 21.78%-0.1pp | 25.84%-4.2pp | 40.38%-18.7pp |
| Employer contribution / active EE | $8,222 | $3,536+132.5% | $2,965+177.3% | $2,978+176.1% |
| Participant deferral / active EE | $11,685 | $6,188+88.8% | $4,851+140.9% | $5,017+132.9% |
| Admin fee / account holder | $150 | $107+40.7% | $8,252-98.2% | $145+3.6% |