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 INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $47,264 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,008 |
HEWITT ASSOCIATES LLC1 year Filed as: AONHEWITT ASSOCIATES LLC Service code 16 · EIN 36-2235791 | Consulting | $5,924 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $4,660 |
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 | $127,276 | $65,118+95.5% | $76,768+65.8% | $55,725+128.4% |
| Participation rate | 78.4% | 79.6%-1.2pp | 77.0%+1.4pp | 70.9%+7.6pp |
| Annual return | -6.07% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $5,478 | $1,941+182.2% | $2,485+120.4% | $2,078+163.6% |
| Participant deferral / active EE | $5,967 | $3,688+61.8% | $3,852+54.9% | $3,356+77.8% |
| Admin fee / account holder | $95 | $116-18.1% | $6,675-98.6% | $115-17.6% |