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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $62,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,010 | $78,485+147.2% | $106,213+82.7% | $74,495+160.4% |
| Participation rate | 94.5% | 72.8%+21.7pp | 75.3%+19.2pp | 67.2%+27.3pp |
| Annual return | 18.21% | 15.95%+2.3pp | 116.14%-97.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $10,737 | $2,523+325.6% | $3,171+238.5% | $2,623+309.3% |
| Participant deferral / active EE | $10,727 | $4,322+148.2% | $5,016+113.9% | $4,346+146.8% |
| Admin fee / account holder | $202 | $2,232-91.0% | $11,033-98.2% | $1,942-89.6% |