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 | $151,017 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,053 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
THOMPSON HINE10+ years Service code 29 · EIN 34-0575300 | Legal | $8,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,552 | $122,186+15.8% | $146,958-3.7% | $199,593-29.1% |
| Participation rate | 73.2% | 78.3%-5.1pp | 82.2%-9.0pp | 72.0%+1.2pp |
| Annual return | 17.90% | 30.56%-12.7pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $1,584 | $4,093-61.3% | $4,933-67.9% | $3,034-47.8% |
| Participant deferral / active EE | $6,529 | $8,502-23.2% | $8,070-19.1% | $5,087+28.3% |
| Admin fee / account holder | $120 | $179-33.0% | $12,998-99.1% | $269-55.4% |