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 6-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 |
|---|---|---|
THE FINWAY GROUP5+ years Service code 49 · EIN 42-1468222 | Other Services | $40,504 |
FOSTER & FOSTER1 year Filed as: FOSTER CAPITAL MANAGEMENT Service code 99 · EIN 42-1361385 | Other Fees | $23,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,284 | $47,126-42.1% | $149,673-81.8% | $74,419-63.3% |
| Participation rate | 96.1% | 63.4%+32.7pp | 78.8%+17.3pp | 70.7%+25.4pp |
| Annual return | 16.32% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,348 | $1,905-29.3% | $4,818-72.0% | $2,637-48.9% |
| Participant deferral / active EE | $2,968 | $2,728+8.8% | $5,680-47.7% | $4,528-34.4% |
| Admin fee / account holder | $227 | $343-33.7% | $13,210-98.3% | $348-34.7% |