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 60 · EIN 04-2647786 | Sub-TA Fees | $248,914 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,532 | $96,188-68.3% | $75,972-59.8% | $99,062-69.2% |
| Participation rate | 92.2% | 72.7%+19.5pp | 69.1%+23.2pp | 71.6%+20.6pp |
| Annual return | 19.26% | 16.48%+2.8pp | 359.55%-340.3pp | 17.66%+1.6pp |
| Employer contribution / active EE | $3,479 | $3,167+9.8% | $2,685+29.6% | $3,262+6.6% |
| Participant deferral / active EE | $3,679 | $4,842-24.0% | $4,255-13.5% | $5,331-31.0% |
| Admin fee / account holder | $50 | $87-43.2% | $6,467-99.2% | $109-54.5% |