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 | $67,323 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,420 | $89,436-38.0% | $164,813-66.4% | $77,643-28.6% |
| Participation rate | 93.0% | 78.6%+14.4pp | 78.6%+14.4pp | 70.6%+22.4pp |
| Annual return | 14.89% | 28.83%-13.9pp | 69.93%-55.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,282 | $2,569-50.1% | $4,341-70.5% | $2,726-53.0% |
| Participant deferral / active EE | $6,248 | $4,897+27.6% | $6,031+3.6% | $4,647+34.5% |
| Admin fee / account holder | $124 | $339-63.6% | $12,690-99.0% | $430-71.3% |