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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,602 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $30,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,849 | $89,588-47.7% | $136,007-65.6% | $77,643-39.7% |
| Participation rate | 86.8% | 74.3%+12.5pp | 76.5%+10.4pp | 70.6%+16.3pp |
| Annual return | 17.99% | 17.42%+0.6pp | 579.32%-561.3pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,682 | $3,491-23.2% | $4,217-36.4% | $2,726-1.6% |
| Participant deferral / active EE | $5,625 | $5,591+0.6% | $7,025-19.9% | $4,647+21.0% |
| Admin fee / account holder | $163 | $539-69.8% | $6,858-97.6% | $430-62.1% |