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 3-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: MATCH GRADE ADVISORS LLC Service code 27 · EIN 83-1832626 | Advisory (Plan) | $37,333 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,076 | $84,556-18.3% | $116,228-40.6% | $74,304-7.0% |
| Participation rate | 92.3% | 66.0%+26.2pp | 74.6%+17.7pp | 60.3%+31.9pp |
| Annual return | 13.35% | 18.35%-5.0pp | 90.06%-76.7pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,105 | $2,168+43.3% | $2,994+3.7% | $2,241+38.6% |
| Participant deferral / active EE | $6,608 | $3,814+73.2% | $4,953+33.4% | $3,767+75.4% |
| Admin fee / account holder | $135 | $3,792-96.4% | $11,989-98.9% | $2,969-95.5% |