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 15 · EIN 04-2647786 | Recordkeeping | $59,716 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $20,000 |
THE VANGUARD GROUP, INC.8+ 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 | $54,031 | $46,292+16.7% | $143,757-62.4% | $64,808-16.6% |
| Participation rate | 91.1% | 64.2%+26.9pp | 80.3%+10.8pp | 71.5%+19.7pp |
| Annual return | -15.16% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,637 | $1,910+38.1% | $4,951-46.7% | $2,506+5.2% |
| Participant deferral / active EE | $4,183 | $2,646+58.1% | $5,637-25.8% | $4,310-3.0% |
| Admin fee / account holder | $133 | $154-13.5% | $14,673-99.1% | $188-29.2% |