Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,076 | $80,705-14.4% | $115,768-40.3% | $67,986+1.6% |
| Participation rate | 92.3% | 63.0%+29.3pp | 74.4%+17.9pp | 57.2%+35.1pp |
| Annual return | 13.35% | 18.49%-5.1pp | 100.46%-87.1pp | 31.67%-18.3pp |
| Employer contribution / active EE | $3,105 | $2,046+51.7% | $2,940+5.6% | $2,019+53.8% |
| Participant deferral / active EE | $6,608 | $3,559+85.7% | $4,917+34.4% | $3,358+96.8% |
| Admin fee / account holder | $135 | $4,135-96.7% | $12,439-98.9% | $3,203-95.8% |