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 | $26,722 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,397 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $19,942 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENTS Service code 16 · EIN 36-2235791 | Consulting | $14,728 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $14,550 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $5,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,049 | $79,519+97.5% | $95,952+63.7% | $73,409+113.9% |
| Participation rate | 80.0% | 81.2%-1.2pp | 77.1%+3.0pp | 72.2%+7.9pp |
| Annual return | 14.03% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,841 | $2,048+38.7% | $2,541+11.8% | $2,234+27.2% |
| Participant deferral / active EE | $7,026 | $4,138+69.8% | $4,167+68.6% | $3,805+84.6% |
| Admin fee / account holder | $141 | $184-23.7% | $6,795-97.9% | $158-11.0% |