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 INV. INSTIT. OPER. CO.,INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $58,859 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $20,000 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,875 | $56,485+9.5% | $185,823-66.7% | $86,799-28.7% |
| Participation rate | 93.3% | 65.5%+27.8pp | 81.7%+11.6pp | 72.3%+21.0pp |
| Annual return | 13.22% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,515 | $1,843+36.5% | $5,167-51.3% | $2,405+4.6% |
| Participant deferral / active EE | $3,886 | $2,553+52.2% | $5,568-30.2% | $4,131-5.9% |
| Admin fee / account holder | $127 | $150-15.4% | $16,237-99.2% | $170-25.3% |