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 INSTL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $313,955 |
STOUT, CAUSEY & HORNING, P.A.2+ years Service code 10 · EIN 52-1743645 | Accounting | $25,850 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $9,206 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,531 | $82,279+67.2% | $77,999+76.3% | $63,975+115.0% |
| Participation rate | 85.5% | 84.7%+0.8pp | 75.5%+10.0pp | 71.1%+14.4pp |
| Annual return | -14.19% | 11.20%-25.4pp | 425.96%-440.2pp | 48.65%-62.8pp |
| Employer contribution / active EE | $5,000 | $3,297+51.7% | $2,470+102.4% | $2,182+129.2% |
| Participant deferral / active EE | $11,784 | $4,538+159.7% | $3,497+237.0% | $3,356+251.1% |
| Admin fee / account holder | $92 | $81+12.6% | $5,480-98.3% | $70+30.1% |