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 |
|---|---|---|
PLAN SPONSOR ADVISER, LLC3 years Service code 70 · EIN 54-1995014 | Consulting Fees | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS FIIOC Service code 37 · EIN 04-2647786 | Loan Processing | $3,912 |
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 | $220,271 | $50,982+332.1% | $154,803+42.3% | $85,563+157.4% |
| Participation rate | 88.0% | 59.8%+28.2pp | 78.1%+9.9pp | 66.0%+22.0pp |
| Annual return | 15.67% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.8pp |
| Employer contribution / active EE | $7,398 | $1,708+333.1% | $4,305+71.8% | $2,654+178.8% |
| Participant deferral / active EE | $5,988 | $2,474+142.0% | $5,540+8.1% | $4,375+36.9% |
| Admin fee / account holder | $26 | $846-96.9% | $14,329-99.8% | $834-96.8% |