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 | $78,483+147.2% | $106,201+82.7% | $74,546+160.3% |
| Participation rate | 94.5% | 72.8%+21.7pp | 75.3%+19.2pp | 67.2%+27.3pp |
| Annual return | 18.21% | 15.94%+2.3pp | 116.26%-98.1pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $10,737 | $2,522+325.8% | $3,170+238.7% | $2,624+309.1% |
| Participant deferral / active EE | $10,727 | $4,320+148.3% | $5,012+114.0% | $4,347+146.7% |
| Admin fee / account holder | $202 | $2,236-91.0% | $11,039-98.2% | $1,944-89.6% |