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 | $709,263 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $22,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,287 | $117,739-78.5% | $91,541-72.4% | $117,739-78.5% |
| Participation rate | 87.7% | 76.6%+11.0pp | 69.8%+17.9pp | 76.6%+11.0pp |
| Annual return | 13.08% | 17.29%-4.2pp | 20.50%-7.4pp | 17.29%-4.2pp |
| Employer contribution / active EE | $876 | $3,746-76.6% | $2,505-65.0% | $3,746-76.6% |
| Participant deferral / active EE | $2,098 | $6,128-65.8% | $4,008-47.7% | $6,128-65.8% |
| Admin fee / account holder | $67 | $112-39.7% | $6,956-99.0% | $112-39.7% |