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 | $80,705-43.3% | $115,768-60.5% | $67,986-32.7% |
| Participation rate | 84.9% | 63.0%+21.9pp | 74.4%+10.5pp | 57.2%+27.7pp |
| Annual return | 12.71% | 18.49%-5.8pp | 100.46%-87.7pp | 31.67%-19.0pp |
| Employer contribution / active EE | $723 | $2,046-64.7% | $2,940-75.4% | $2,019-64.2% |
| Participant deferral / active EE | $4,585 | $3,559+28.8% | $4,917-6.7% | $3,358+36.5% |
| Admin fee / account holder | $257 | $4,135-93.8% | $12,439-97.9% | $3,203-92.0% |