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 | $329,642 |
CROWE LLP10+ years Filed as: CROWE HORWATH Service code 16 · EIN 35-0921680 | Consulting | $19,634 |
Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $7,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,577 | $81,357-62.4% | $75,972-59.8% | $199,593-84.7% |
| Participation rate | 93.3% | 69.9%+23.4pp | 69.1%+24.3pp | 72.0%+21.4pp |
| Annual return | 13.25% | 16.32%-3.1pp | 359.55%-346.3pp | 34.25%-21.0pp |
| Employer contribution / active EE | $2,738 | $3,341-18.0% | $2,685+2.0% | $3,034-9.8% |
| Participant deferral / active EE | $3,836 | $4,710-18.6% | $4,255-9.9% | $5,087-24.6% |
| Admin fee / account holder | $90 | $144-37.9% | $6,467-98.6% | $269-66.6% |