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 41-1868775 | Advisory (Plan) | $66,680 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,251 | $54,193-12.8% | $93,606-49.5% | $77,643-39.1% |
| Participation rate | 84.5% | 63.9%+20.6pp | 68.7%+15.8pp | 70.6%+13.9pp |
| Annual return | 12.69% | 30.54%-17.9pp | 133.20%-120.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,829 | $3,144+53.6% | $4,411+9.5% | $4,647+3.9% |
| Admin fee / account holder | $192 | $576-66.7% | $8,285-97.7% | $430-55.5% |