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 25 · EIN 04-2647786 | Directed Trustee | $39,237 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,910 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,474 | $129,021+29.8% | $184,203-9.1% | $77,643+115.7% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 14.97% | 33.27%-18.3pp | 28.81%-13.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $5,700 | $4,413+29.2% | $6,427-11.3% | $2,726+109.1% |
| Participant deferral / active EE | $8,160 | $7,297+11.8% | $9,131-10.6% | $4,647+75.6% |
| Admin fee / account holder | $126 | $254-50.3% | $13,901-99.1% | $430-70.7% |