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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,813 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,982 | $79,013+11.4% | $100,391-12.4% | $74,495+18.1% |
| Participation rate | 83.9% | 79.5%+4.4pp | 81.5%+2.4pp | 67.2%+16.7pp |
| Annual return | 18.16% | 20.41%-2.2pp | 49.20%-31.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $3,011 | $3,021-0.3% | $3,942-23.6% | $2,623+14.8% |
| Participant deferral / active EE | $12,086 | $7,760+55.7% | $8,082+49.5% | $4,346+178.1% |
| Admin fee / account holder | $223 | $1,320-83.1% | $7,899-97.2% | $1,942-88.5% |