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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,970 |
Filed as: FIDELITY INVESTMENST INST.OPERATION Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $250 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,510 | $101,317-47.2% | $146,958-63.6% | $74,495-28.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 124.60% | 8730.91%-8606.3pp | 418.34%-293.7pp | 1364.94%-1240.3pp |
| Employer contribution / active EE | $8,447 | $3,810+121.7% | $4,933+71.2% | $2,623+222.0% |
| Participant deferral / active EE | $14,625 | $7,303+100.3% | $8,070+81.2% | $4,346+236.5% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |