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 | $57,915 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,132 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $7,800 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $7,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,749 | $59,054+40.1% | $97,226-14.9% | $77,643+6.6% |
| Participation rate | 95.8% | 67.9%+27.9pp | 72.7%+23.1pp | 70.6%+25.2pp |
| Annual return | 13.76% | 16.96%-3.2pp | 75.13%-61.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,161 | $1,742+24.0% | $2,729-20.8% | $2,726-20.7% |
| Participant deferral / active EE | $6,529 | $3,930+66.1% | $4,264+53.1% | $4,647+40.5% |
| Admin fee / account holder | $214 | $346-38.2% | $5,654-96.2% | $430-50.3% |