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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $279,142 |
CALLAN LLC1 year Service code 16 · EIN 94-2192581 | Consulting | $192,469 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,328 | $148,970-16.5% | $136,007-8.6% | $199,593-37.7% |
| Participation rate | 95.9% | 79.4%+16.5pp | 76.5%+19.4pp | 72.0%+23.9pp |
| Annual return | 16.75% | 27.07%-10.3pp | 579.32%-562.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $3,862 | $3,561+8.4% | $4,217-8.4% | $3,034+27.3% |
| Participant deferral / active EE | $7,529 | $6,140+22.6% | $7,025+7.2% | $5,087+48.0% |
| Admin fee / account holder | $128 | $144-11.2% | $6,858-98.1% | $269-52.4% |