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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $252,094 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,851 |
KESTRA INVESTMENT SERVICES LLC10+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $17,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,254 | $56,467+10.2% | $95,585-34.9% | $102,872-39.5% |
| Participation rate | 95.0% | 62.1%+32.9pp | 72.1%+22.9pp | 73.0%+21.9pp |
| Annual return | 17.89% | 17.94%0pp | 38.56%-20.7pp | 19.06%-1.2pp |
| Employer contribution / active EE | $1 | $1,216-100.0% | $2,527-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $5,866 | $3,007+95.1% | $4,023+45.8% | $5,535+6.0% |
| Admin fee / account holder | $120 | $112+7.2% | $6,127-98.0% | $292-58.8% |