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 | $42,322 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $37,932 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,310 |
FOLEY & LARDNER LLP2 years Service code 16 · EIN 39-0473800 | Consulting | $22,570 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $16,475 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $12,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,131 | $72,254+71.8% | $86,677+43.2% | $64,808+91.5% |
| Participation rate | 84.0% | 80.4%+3.6pp | 76.6%+7.4pp | 71.5%+12.5pp |
| Annual return | -16.56% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $5,914 | $2,393+147.2% | $2,836+108.5% | $2,506+136.0% |
| Participant deferral / active EE | $7,681 | $4,658+64.9% | $4,656+65.0% | $4,310+78.2% |
| Admin fee / account holder | $182 | $174+4.6% | $7,493-97.6% | $188-3.1% |