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 | $32,945 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,628 | $65,946+76.9% | $81,783+42.6% | $77,671+50.2% |
| Participation rate | 95.7% | 65.8%+29.9pp | 72.4%+23.3pp | 70.6%+25.1pp |
| Annual return | 15.43% | 26.65%-11.2pp | 775.05%-759.6pp | 31.21%-15.8pp |
| Employer contribution / active EE | $2,414 | $2,371+1.8% | $2,913-17.1% | $2,726-11.4% |
| Participant deferral / active EE | $6,107 | $3,507+74.2% | $4,320+41.4% | $4,648+31.4% |
| Admin fee / account holder | $100 | $527-80.9% | $7,380-98.6% | $430-76.7% |