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 | $40,555 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 36-2235791 | Consulting | $25,080 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,172 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER Service code 16 · EIN 39-0473800 | Consulting | $15,627 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $2,098 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,444 | $73,404+103.6% | $87,100+71.6% | $67,579+121.1% |
| Participation rate | 80.4% | 80.9%-0.5pp | 76.9%+3.5pp | 71.3%+9.1pp |
| Annual return | 22.51% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $5,647 | $2,014+180.4% | $2,521+124.0% | $2,148+162.9% |
| Participant deferral / active EE | $6,363 | $3,913+62.6% | $4,049+57.2% | $3,539+79.8% |
| Admin fee / account holder | $134 | $142-5.5% | $7,497-98.2% | $142-6.0% |