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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
Filed as: INTEGRITY ALLIANCE, LLC Service code 61 4135 NW URBANDALE DR · URBANDALE, IA 50322 | Finders' fees / placement fees | $0 |
LPL FINANCIAL10+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0842559 | Finders' fees / placement fees | $0 |
Annual investment return 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 | $125,553 | $109,881+14.3% | $150,045-16.3% | $84,808+48.0% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 12.60% | 28.25%-15.6pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,878 | $3,561-47.3% | $4,693-60.0% | $2,631-28.6% |
| Participant deferral / active EE | $9,092 | $6,636+37.0% | $7,997+13.7% | $4,212+115.9% |
| Admin fee / account holder | $8 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |