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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $95,215 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,350 |
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 | $81,244 | $81,357-0.1% | $75,972+6.9% | $199,593-59.3% |
| Participation rate | 83.4% | 69.9%+13.5pp | 69.1%+14.4pp | 72.0%+11.5pp |
| Annual return | 13.83% | 16.32%-2.5pp | 359.55%-345.7pp | 34.25%-20.4pp |
| Employer contribution / active EE | $4,065 | $3,341+21.7% | $2,685+51.4% | $3,034+34.0% |
| Participant deferral / active EE | $7,434 | $4,710+57.8% | $4,255+74.7% | $5,087+46.2% |
| Admin fee / account holder | $15 | $144-89.4% | $6,467-99.8% | $269-94.3% |