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 | $98,727+76.0% | $113,168+53.5% | $85,563+103.0% |
| Participation rate | 75.6% | 80.8%-5.2pp | 76.6%-1.0pp | 66.0%+9.6pp |
| Annual return | 19.44% | 17.43%+2.0pp | 24.27%-4.8pp | 31.51%-12.1pp |
| Employer contribution / active EE | $3,971 | $2,907+36.6% | $2,975+33.5% | $2,654+49.7% |
| Participant deferral / active EE | $9,649 | $5,424+77.9% | $5,107+88.9% | $4,375+120.5% |
| Admin fee / account holder | $151 | $357-57.7% | $12,068-98.7% | $834-81.9% |