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 60 · EIN 04-2647786 | Sub-TA Fees | $153,324 |
DAKOTA WEALTH LLC1 year Service code 27 · EIN 84-3173213 | Advisory (Plan) | $54,531 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,865 | $111,072-11.9% | $156,263-37.4% | $102,872-4.9% |
| Participation rate | 90.5% | 80.1%+10.4pp | 78.9%+11.6pp | 73.0%+17.5pp |
| Annual return | 19.12% | 16.98%+2.1pp | 59.47%-40.3pp | 19.06%+0.1pp |
| Employer contribution / active EE | $3,869 | $4,017-3.7% | $4,333-10.7% | $3,526+9.7% |
| Participant deferral / active EE | $7,310 | $5,455+34.0% | $6,158+18.7% | $5,535+32.1% |
| Admin fee / account holder | $120 | $120-0.5% | $14,255-99.2% | $292-59.0% |