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: FIDELITY INVST INST OPER CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $9,893 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,445 | $87,870-42.6% | $113,168-55.4% | $74,304-32.1% |
| Participation rate | 87.7% | 70.7%+16.9pp | 76.6%+11.1pp | 60.3%+27.3pp |
| Annual return | 14.49% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,740 | $2,277+20.3% | $2,975-7.9% | $2,241+22.3% |
| Participant deferral / active EE | $3,508 | $4,241-17.3% | $5,107-31.3% | $3,767-6.9% |
| Admin fee / account holder | $94 | $3,368-97.2% | $12,068-99.2% | $2,969-96.8% |