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 | $109,044 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,783 | $130,224+14.3% | $197,124-24.5% | $79,634+86.8% |
| Participation rate | 97.8% | 87.8%+10.0pp | 86.7%+11.1pp | 62.5%+35.3pp |
| Annual return | 19.87% | 23.65%-3.8pp | 44.34%-24.5pp | 36.46%-16.6pp |
| Employer contribution / active EE | $3,446 | $4,314-20.1% | $6,227-44.7% | $2,529+36.3% |
| Participant deferral / active EE | $10,729 | $7,378+45.4% | $9,135+17.5% | $3,835+179.8% |
| Admin fee / account holder | $150 | $254-41.2% | $16,298-99.1% | $1,002-85.1% |