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 |
|---|---|---|
ERNST & YOUNG LLP3 years Filed as: ERNEST & YOUNG LLP Service code 27 · EIN 34-6565596 | Advisory (Plan) | $27,300 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,884 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$128,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,583 | $122,693-52.3% | $184,203-68.2% | $199,593-70.6% |
| Participation rate | 87.4% | 86.8%+0.6pp | 86.8%+0.6pp | 72.0%+15.4pp |
| Annual return | 14.25% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,395 | $4,584-47.8% | $6,427-62.7% | $3,034-21.1% |
| Participant deferral / active EE | $5,213 | $7,990-34.8% | $9,131-42.9% | $5,087+2.5% |
| Admin fee / account holder | -$47 | $121-139.2% | $13,901-100.3% | $269-117.6% |