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 |
|---|---|---|
REED SMITH LLP2+ years Service code 29 · EIN 25-0749630 | Legal | $26,984 |
Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,205 | $82,279+58.2% | $77,999+66.9% | $63,975+103.5% |
| Participation rate | 92.2% | 84.7%+7.6pp | 75.5%+16.7pp | 71.1%+21.1pp |
| Annual return | 7.30% | 11.20%-3.9pp | 425.96%-418.7pp | 48.65%-41.3pp |
| Employer contribution / active EE | $2,469 | $3,297-25.1% | $2,470-0.1% | $2,182+13.2% |
| Participant deferral / active EE | $5,969 | $4,538+31.5% | $3,497+70.7% | $3,356+77.8% |
| Admin fee / account holder | -$31 | $81-138.3% | $5,480-100.6% | $70-144.2% |