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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC8 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $19,804 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,050 | $66,098-7.6% | $101,794-40.0% | $74,304-17.8% |
| Participation rate | 81.3% | 53.8%+27.5pp | 69.2%+12.1pp | 60.3%+20.9pp |
| Annual return | 19.37% | 19.59%-0.2pp | 30.53%-11.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $870 | $1,082-19.6% | $2,289-62.0% | $2,241-61.2% |
| Participant deferral / active EE | $3,564 | $2,781+28.1% | $4,084-12.7% | $3,767-5.4% |
| Admin fee / account holder | $88 | $4,146-97.9% | $8,777-99.0% | $2,969-97.0% |