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 | $27,013 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,767 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,665 | $76,173+24.3% | $81,382+16.3% | $199,593-52.6% |
| Participation rate | 81.3% | 76.3%+5.1pp | 69.5%+11.8pp | 72.0%+9.3pp |
| Annual return | 15.43% | 15.59%-0.2pp | 24.73%-9.3pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,578 | $2,792-7.7% | $2,463+4.7% | $3,034-15.0% |
| Participant deferral / active EE | $4,812 | $4,201+14.5% | $3,883+23.9% | $5,087-5.4% |
| Admin fee / account holder | $46 | $146-68.5% | $5,768-99.2% | $269-82.9% |