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 61-1758632 | Advisory (Plan) | $26,456 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,692 | $102,317-12.3% | $146,958-39.0% | $80,856+10.9% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.8pp |
| Annual return | 16.34% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,741 | $3,713+0.8% | $4,933-24.2% | $2,755+35.8% |
| Participant deferral / active EE | $12,066 | $6,644+81.6% | $8,070+49.5% | $4,296+180.9% |
| Admin fee / account holder | $274 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |