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 | $89,865 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,445 | $122,186-78.4% | $146,958-82.0% | $199,593-86.8% |
| Participation rate | 83.9% | 78.3%+5.6pp | 82.2%+1.8pp | 72.0%+12.0pp |
| Annual return | 22.62% | 30.56%-7.9pp | 418.34%-395.7pp | 34.25%-11.6pp |
| Employer contribution / active EE | $934 | $4,093-77.2% | $4,933-81.1% | $3,034-69.2% |
| Participant deferral / active EE | $3,134 | $8,502-63.1% | $8,070-61.2% | $5,087-38.4% |
| Admin fee / account holder | $50 | $179-72.2% | $12,998-99.6% | $269-81.5% |