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 |
|---|---|---|
DOWNEY & COMPANY, LLP6 years Service code 10 · EIN 04-3106302 | Accounting | $13,105 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,414 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,499 | $65,561+240.9% | $91,541+144.2% | $74,304+200.8% |
| Participation rate | 96.1% | 56.6%+39.5pp | 69.8%+26.3pp | 60.3%+35.7pp |
| Annual return | 16.37% | 17.68%-1.3pp | 20.50%-4.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,413 | $1,717+98.8% | $2,505+36.3% | $2,241+52.3% |
| Participant deferral / active EE | $8,860 | $2,918+203.6% | $4,008+121.1% | $3,767+135.2% |
| Admin fee / account holder | $102 | $3,333-96.9% | $6,956-98.5% | $2,969-96.6% |