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 | $39,647 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,684 | $89,808+18.8% | $100,391+6.3% | $77,643+37.4% |
| Participation rate | 94.7% | 81.2%+13.5pp | 81.5%+13.2pp | 70.6%+24.1pp |
| Annual return | 15.79% | 20.62%-4.8pp | 49.20%-33.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,573 | $3,039+50.5% | $3,942+16.0% | $2,726+67.7% |
| Participant deferral / active EE | $12,654 | $8,284+52.8% | $8,082+56.6% | $4,647+172.3% |
| Admin fee / account holder | $178 | $174+1.9% | $7,899-97.7% | $430-58.7% |