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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,698 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,534 | $79,171-37.4% | $102,423-51.6% | $74,495-33.5% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 13.72% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,353 | $2,362-42.7% | $3,023-55.2% | $2,623-48.4% |
| Participant deferral / active EE | $4,273 | $4,415-3.2% | $5,053-15.4% | $4,346-1.7% |
| Admin fee / account holder | $275 | $2,001-86.3% | $9,451-97.1% | $1,942-85.8% |