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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,001 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,375 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,956 | $96,484+51.3% | $156,263-6.6% | $74,304+96.4% |
| Participation rate | 97.2% | 67.7%+29.5pp | 78.9%+18.3pp | 60.3%+36.9pp |
| Annual return | 14.02% | 17.73%-3.7pp | 59.47%-45.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $4,972 | $2,528+96.6% | $4,333+14.7% | $2,241+121.8% |
| Participant deferral / active EE | $5,533 | $4,286+29.1% | $6,158-10.2% | $3,767+46.9% |
| Admin fee / account holder | $192 | $3,728-94.8% | $14,255-98.7% | $2,969-93.5% |