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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $9,161 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 16 · EIN 13-4008324 | Consulting | $5,902 |
MITCHELL & TITUS, LLP1+ years Filed as: MITCHELL SILBERBERG & KNUPP, LLP Service code 16 · EIN 95-1883538 | Consulting | $2,042 |
AON CONSULTING1+ years Service code 16 · EIN 22-2608561 | Consulting | $725 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,584 | $72,770+98.7% | $67,652+113.7% | $55,191+162.0% |
| Participation rate | 94.4% | 78.8%+15.6pp | 75.7%+18.7pp | 69.2%+25.2pp |
| Annual return | 1.72% | -3.26%+5.0pp | 6625.04%-6623.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $6,940 | $1,769+292.3% | $2,266+206.3% | $1,899+265.5% |
| Participant deferral / active EE | $8,765 | $3,408+157.2% | $3,560+146.2% | $3,046+187.7% |
| Admin fee / account holder | $57 | $79-28.0% | $4,821-98.8% | $91-37.4% |