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 | $271,636 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $140,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,684 |
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 | $89,069 | $130,141-31.6% | $86,677+2.8% | $77,904+14.3% |
| Participation rate | 90.8% | 85.9%+4.9pp | 76.6%+14.2pp | 73.7%+17.1pp |
| Annual return | -17.71% | -12.75%-5.0pp | 35.91%-53.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $3,189 | $3,220-1.0% | $2,836+12.4% | $2,848+12.0% |
| Participant deferral / active EE | $5,889 | $5,757+2.3% | $4,656+26.5% | $4,806+22.5% |
| Admin fee / account holder | $85 | $132-35.1% | $7,493-98.9% | $133-35.5% |