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 25 · EIN 04-2647786 | Directed Trustee | $54,176 |
BCBSA NEBA10+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $18,764 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,241 | $89,588+100.1% | $136,007+31.8% | $77,643+130.9% |
| Participation rate | 96.3% | 74.3%+22.1pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 16.63% | 17.42%-0.8pp | 579.32%-562.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $5,841 | $3,491+67.3% | $4,217+38.5% | $2,726+114.3% |
| Participant deferral / active EE | $8,892 | $5,591+59.0% | $7,025+26.6% | $4,647+91.3% |
| Admin fee / account holder | $99 | $539-81.6% | $6,858-98.6% | $430-76.9% |