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 |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,391 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $548,170 | $101,317+441.0% | $146,958+273.0% | $74,495+635.9% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.2%+5.1pp | 67.2%+20.0pp |
| Annual return | 19.19% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $13,680 | $3,810+259.0% | $4,933+177.3% | $2,623+421.6% |
| Participant deferral / active EE | $9,545 | $7,303+30.7% | $8,070+18.3% | $4,346+119.6% |
| Admin fee / account holder | -$218 | $1,739-112.5% | $12,998-101.7% | $1,942-111.2% |