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 27 · EIN 35-2552359 | Advisory (Plan) | $10,826 |
ASSURANCE DIMENSIONS2 years Filed as: ASSURANCE DIMENSIONS, LLC Service code 49 · EIN 26-3429295 | Other Services | $6,695 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $4,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,878 | $86,944-62.2% | $107,525-69.4% | $74,304-55.8% |
| Participation rate | 81.3% | 59.6%+21.8pp | 75.1%+6.2pp | 60.3%+21.0pp |
| Annual return | 13.93% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,095 | $2,757-24.0% | $3,754-44.2% | $2,241-6.5% |
| Participant deferral / active EE | $4,348 | $3,554+22.3% | $5,116-15.0% | $3,767+15.4% |
| Admin fee / account holder | $151 | $3,727-95.9% | $8,919-98.3% | $2,969-94.9% |