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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,605 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,638 | $88,890+152.7% | $102,423+119.3% | $77,643+189.3% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.5pp |
| Annual return | 18.10% | 24.98%-6.9pp | 29.32%-11.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,417 | $2,698+26.7% | $3,023+13.0% | $2,726+25.3% |
| Participant deferral / active EE | $8,993 | $5,145+74.8% | $5,053+78.0% | $4,647+93.5% |
| Admin fee / account holder | $218 | $235-7.4% | $9,451-97.7% | $430-49.4% |