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 | $83,536 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,440 | $150,541-10.7% | $145,433-7.6% | $103,975+29.3% |
| Participation rate | 85.2% | 81.1%+4.1pp | 82.1%+3.1pp | 72.5%+12.7pp |
| Annual return | 19.91% | 20.73%-0.8pp | 66.58%-46.7pp | 19.41%+0.5pp |
| Employer contribution / active EE | $1,724 | $5,177-66.7% | $4,554-62.1% | $3,722-53.7% |
| Participant deferral / active EE | $15,414 | $9,456+63.0% | $7,897+95.2% | $5,343+188.5% |
| Admin fee / account holder | $67 | $165-59.2% | $13,129-99.5% | $332-79.8% |