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 | $375,667 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $74,240 |
MELTON & MELTON LLP10+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,944 | $67,679-23.2% | $155,509-66.6% | $99,062-47.6% |
| Participation rate | 64.7% | 67.2%-2.5pp | 78.2%-13.5pp | 71.6%-6.9pp |
| Annual return | 18.24% | 16.16%+2.1pp | 64.67%-46.4pp | 17.66%+0.6pp |
| Employer contribution / active EE | $1,418 | $2,268-37.5% | $4,672-69.7% | $3,262-56.5% |
| Participant deferral / active EE | $3,246 | $3,828-15.2% | $5,626-42.3% | $5,331-39.1% |
| Admin fee / account holder | $67 | $94-28.1% | $15,912-99.6% | $109-38.2% |