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 |
|---|---|---|
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,730 | $103,024+68.6% | $112,040+55.1% | $79,634+118.2% |
| Participation rate | 75.6% | 80.6%-5.0pp | 76.5%-0.9pp | 62.5%+13.1pp |
| Annual return | 19.44% | 17.60%+1.8pp | 24.52%-5.1pp | 36.46%-17.0pp |
| Employer contribution / active EE | $3,971 | $3,015+31.7% | $2,954+34.4% | $2,529+57.0% |
| Participant deferral / active EE | $9,649 | $5,233+84.4% | $5,098+89.3% | $3,835+151.6% |
| Admin fee / account holder | $151 | $465-67.5% | $12,098-98.8% | $1,002-84.9% |