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 |
|---|---|---|
FAMILY ASSET MANAGEMENT LLC7 years Service code 27 · EIN 20-0273986 | Advisory (Plan) | $40,869 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,522 | $62,624+20.6% | $177,989-57.6% | $77,643-2.7% |
| Participation rate | 88.8% | 66.8%+22.0pp | 77.1%+11.7pp | 70.6%+18.3pp |
| Annual return | 20.03% | 16.16%+3.9pp | 294.48%-274.5pp | 31.24%-11.2pp |
| Employer contribution / active EE | $3,136 | $1,909+64.3% | $3,949-20.6% | $2,726+15.1% |
| Participant deferral / active EE | $6,098 | $4,219+44.5% | $6,276-2.8% | $4,647+31.2% |
| Admin fee / account holder | $148 | $386-61.8% | $10,363-98.6% | $430-65.7% |