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: WELLTH ADVISORY SERVICES, LLC Service code 16 · EIN 99-2539506 | Consulting | $7,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY/ MOSS ADAMS Service code 10 · EIN 39-0859910 | Accounting | $6,615 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,209 | $131,799+21.6% | $200,582-20.1% | $85,563+87.2% |
| Participation rate | 96.5% | 87.9%+8.6pp | 86.9%+9.6pp | 66.0%+30.5pp |
| Annual return | 16.16% | 21.59%-5.4pp | 42.33%-26.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $3,847 | $4,532-15.1% | $6,419-40.1% | $2,654+45.0% |
| Participant deferral / active EE | $13,024 | $7,702+69.1% | $9,331+39.6% | $4,375+197.7% |
| Admin fee / account holder | -$80 | $235-134.1% | $16,305-100.5% | $834-109.6% |