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 | $56,880 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $15,000 |
USI CONSULTING GROUP9+ years Filed as: KIBBLE AND PRENTICE Service code 28 · EIN 91-1176315 | Investment Management | $5,000 |
THE VANGUARD GROUP, INC.9+ 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 | $63,927 | $47,126+35.7% | $149,673-57.3% | $74,419-14.1% |
| Participation rate | 94.1% | 63.4%+30.7pp | 78.8%+15.3pp | 70.7%+23.3pp |
| Annual return | 16.47% | 22.75%-6.3pp | 134.42%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,882 | $1,905+51.3% | $4,818-40.2% | $2,637+9.3% |
| Participant deferral / active EE | $4,371 | $2,728+60.2% | $5,680-23.1% | $4,528-3.5% |
| Admin fee / account holder | $135 | $343-60.6% | $13,210-99.0% | $348-61.2% |