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 | $134,751 |
NWK GROUP, INC.6 years Filed as: NWK GROUP, INC Service code 26 · EIN 20-2154904 | Advisory (Participants) | $60,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $37,500 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · OHIO, OH 44114 | Legal | $35,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,648 | $110,299-6.0% | $102,423+1.2% | $199,593-48.1% |
| Participation rate | 93.8% | 86.3%+7.5pp | 76.5%+17.3pp | 72.0%+21.8pp |
| Annual return | 16.41% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $2,120 | $3,603-41.2% | $3,023-29.9% | $3,034-30.1% |
| Participant deferral / active EE | $10,319 | $6,376+61.8% | $5,053+104.2% | $5,087+102.9% |
| Admin fee / account holder | $72 | $122-40.8% | $9,451-99.2% | $269-73.1% |