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: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $55,920 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $34,145 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $18,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,694 | $96,458+141.2% | $136,294+70.7% | $77,958+198.5% |
| Participation rate | 59.6% | 75.4%-15.8pp | 81.9%-22.3pp | 71.6%-12.0pp |
| Annual return | 13.25% | 23.78%-10.5pp | 5155.94%-5142.7pp | 20.87%-7.6pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $7,413 | $5,902+25.6% | $6,247+18.7% | $3,537+109.6% |
| Admin fee / account holder | $48 | $80-39.8% | $9,243-99.5% | $97-50.2% |