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 |
|---|---|---|
Filed as: UNITED BANK Service code 27 · EIN 55-0641179 | Advisory (Plan) | $42,739 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,271 | $79,171-18.8% | $102,423-37.2% | $74,495-13.7% |
| Participation rate | 94.6% | 74.8%+19.8pp | 76.5%+18.1pp | 67.2%+27.4pp |
| Annual return | 28.69% | 54.93%-26.2pp | 29.32%-0.6pp | 1364.94%-1336.3pp |
| Employer contribution / active EE | $4,506 | $2,362+90.7% | $3,023+49.0% | $2,623+71.8% |
| Participant deferral / active EE | $5,375 | $4,415+21.7% | $5,053+6.4% | $4,346+23.7% |
| Admin fee / account holder | $179 | $2,001-91.1% | $9,451-98.1% | $1,942-90.8% |