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 5-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,420 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $7,089 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,085 | $86,929+124.4% | $102,423+90.5% | $80,856+141.3% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 12.18% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $9,252 | $2,369+290.5% | $3,023+206.0% | $2,755+235.8% |
| Participant deferral / active EE | $8,818 | $4,118+114.1% | $5,053+74.5% | $4,296+105.3% |
| Admin fee / account holder | $91 | $8,049-98.9% | $9,451-99.0% | $6,918-98.7% |