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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $112,781 |
FIRST LIGHT RETIREMENT LLC4 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $107,188 |
FROEHLING ANDERSON8 years Service code 10 · EIN 41-1384792 | Accounting | $38,985 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,919 | $76,173-38.4% | $81,438-42.4% | $199,768-76.5% |
| Participation rate | 92.8% | 76.3%+16.6pp | 69.5%+23.3pp | 72.0%+20.8pp |
| Annual return | 14.28% | 15.59%-1.3pp | 24.74%-10.5pp | 34.26%-20.0pp |
| Employer contribution / active EE | $3,039 | $2,792+8.8% | $2,460+23.5% | $3,037+0.1% |
| Participant deferral / active EE | $5,604 | $4,201+33.4% | $3,883+44.3% | $5,090+10.1% |
| Admin fee / account holder | $123 | $146-15.7% | $5,764-97.9% | $269-54.2% |