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 INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,469 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,480 | $65,435+105.5% | $86,677+55.2% | $66,914+101.0% |
| Participation rate | 97.5% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.7pp |
| Annual return | -4.61% | -10.89%+6.3pp | 35.91%-40.5pp | 1.58%-6.2pp |
| Employer contribution / active EE | $1,966 | $2,153-8.7% | $2,836-30.7% | $2,544-22.7% |
| Participant deferral / active EE | $6,419 | $4,100+56.5% | $4,656+37.9% | $4,237+51.5% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $593-96.4% |