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 | $18,788 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $7,101 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,714 | $79,171-43.5% | $102,423-56.3% | $74,495-40.0% |
| Participation rate | 95.1% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.9pp |
| Annual return | 12.32% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,680 | $2,362-28.9% | $3,023-44.4% | $2,623-35.9% |
| Participant deferral / active EE | $4,095 | $4,415-7.2% | $5,053-18.9% | $4,346-5.8% |
| Admin fee / account holder | $122 | $2,001-93.9% | $9,451-98.7% | $1,942-93.7% |