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 | $42,168 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,041 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,531 | $89,436+233.8% | $164,813+81.1% | $77,643+284.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.4pp |
| Annual return | 19.87% | 28.83%-9.0pp | 69.93%-50.1pp | 31.24%-11.4pp |
| Employer contribution / active EE | $5,623 | $2,569+118.9% | $4,341+29.5% | $2,726+106.3% |
| Participant deferral / active EE | $11,572 | $4,897+136.3% | $6,031+91.9% | $4,647+149.0% |
| Admin fee / account holder | $141 | $339-58.4% | $12,690-98.9% | $430-67.2% |