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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,969 |
ROBERTSON & ROBERTSON, PLLC6 years Service code 16 · EIN 26-1631123 | Consulting | $10,200 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,901 | $100,923+61.4% | $150,045+8.6% | $74,304+119.2% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.3%+10.5pp | 60.3%+32.5pp |
| Annual return | 19.05% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,835 | $3,463-18.2% | $4,693-39.6% | $2,241+26.5% |
| Participant deferral / active EE | $12,220 | $6,709+82.1% | $7,997+52.8% | $3,767+224.4% |
| Admin fee / account holder | $142 | $2,767-94.9% | $13,435-98.9% | $2,969-95.2% |