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 |
|---|---|---|
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $99,618 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $60,654 |
WHITLEY PENN LLP4 years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $20,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,421 | $108,549-36.0% | $156,263-55.6% | $85,563-18.9% |
| Participation rate | 91.2% | 77.1%+14.1pp | 78.9%+12.2pp | 66.0%+25.2pp |
| Annual return | 15.76% | 21.79%-6.0pp | 59.47%-43.7pp | 31.51%-15.8pp |
| Employer contribution / active EE | $2,467 | $2,690-8.3% | $4,333-43.1% | $2,654-7.0% |
| Participant deferral / active EE | $5,043 | $4,800+5.1% | $6,158-18.1% | $4,375+15.3% |
| Admin fee / account holder | $208 | $650-68.0% | $14,255-98.5% | $834-75.1% |