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. OPS. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $292,252 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $113,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,465 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $28,356 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,280 | $144,996-27.4% | $111,297-5.4% | $93,030+13.2% |
| Participation rate | 93.1% | 86.2%+7.0pp | 77.3%+15.8pp | 73.9%+19.2pp |
| Annual return | 13.08% | 18.26%-5.2pp | 54.65%-41.6pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,666 | $3,056-45.5% | $2,731-39.0% | $2,706-38.4% |
| Participant deferral / active EE | $5,332 | $5,587-4.6% | $4,487+18.8% | $4,562+16.9% |
| Admin fee / account holder | $82 | $103-20.6% | $7,964-99.0% | $152-45.8% |