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) | $75,074 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,592 |
BOMBERG HANSON & ASSOCIATES1 year Service code 10 · EIN 20-3294646 | Accounting | $5,000 |
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 | $60,347 | $56,767+6.3% | $101,794-40.7% | $85,563-29.5% |
| Participation rate | 88.8% | 57.6%+31.2pp | 69.2%+19.6pp | 66.0%+22.9pp |
| Annual return | 18.38% | 17.76%+0.6pp | 30.53%-12.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,103 | $2,720+87.6% | $4,084+24.9% | $4,375+16.6% |
| Admin fee / account holder | $263 | $1,098-76.0% | $8,777-97.0% | $834-68.4% |