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 |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 23 · EIN 06-1397347 | Insurance services; Investment adviso... | $28,885 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 23 · EIN 04-2654524 | Investment advisory (plan); Insurance... | $5,880 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $381 |
Filed as: FIDELITY INVEST INST OPS CO LLC Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$37,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,647 | $79,013+42.6% | $100,391+12.2% | $74,495+51.2% |
| Participation rate | 88.5% | 79.5%+9.0pp | 81.5%+7.0pp | 67.2%+21.3pp |
| Annual return | 17.93% | 20.41%-2.5pp | 49.20%-31.3pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $3,582 | $3,021+18.5% | $3,942-9.1% | $2,623+36.5% |
| Participant deferral / active EE | $10,090 | $7,760+30.0% | $8,082+24.9% | $4,346+132.2% |
| Admin fee / account holder | $178 | $1,320-86.5% | $7,899-97.7% | $1,942-90.8% |