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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,201 |
ARCWOOD FINANCIAL LLC6 years Service code 27 · EIN 46-2066186 | Advisory (Plan) | $14,953 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,782 | $84,556-45.9% | $116,228-60.6% | $74,304-38.4% |
| Participation rate | 84.9% | 66.0%+18.9pp | 74.6%+10.4pp | 60.3%+24.6pp |
| Annual return | 12.71% | 18.35%-5.6pp | 90.06%-77.3pp | 29.43%-16.7pp |
| Employer contribution / active EE | $723 | $2,168-66.6% | $2,994-75.8% | $2,241-67.7% |
| Participant deferral / active EE | $4,585 | $3,814+20.2% | $4,953-7.4% | $3,767+21.7% |
| Admin fee / account holder | $257 | $3,792-93.2% | $11,989-97.9% | $2,969-91.3% |