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 INVESTMENT INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $14,967 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,632 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,577 | $104,475+211.6% | $159,436+104.2% | $79,386+310.1% |
| Participation rate | 94.7% | 76.6%+18.0pp | 82.8%+11.8pp | 70.7%+23.9pp |
| Annual return | 15.81% | 67.95%-52.1pp | 263.57%-247.8pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,792 | $3,417-18.3% | $4,829-42.2% | $2,427+15.0% |
| Participant deferral / active EE | $17,079 | $6,467+164.1% | $7,352+132.3% | $4,046+322.2% |
| Admin fee / account holder | $47 | $711-93.3% | $10,799-99.6% | $626-92.4% |