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 | $54,515 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,801 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
ARMANINO LLP7 years Service code 10 · EIN 33-2514127 | Accounting | $24,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,174 | $122,186+9.0% | $146,958-9.4% | $199,593-33.3% |
| Participation rate | 95.1% | 78.3%+16.8pp | 82.2%+13.0pp | 72.0%+23.1pp |
| Annual return | 15.71% | 30.56%-14.9pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $3,296 | $4,093-19.5% | $4,933-33.2% | $3,034+8.6% |
| Participant deferral / active EE | $11,460 | $8,502+34.8% | $8,070+42.0% | $5,087+125.3% |
| Admin fee / account holder | $102 | $179-42.7% | $12,998-99.2% | $269-61.9% |