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 | $29,774 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,535 | $73,360+148.8% | $177,989+2.6% | $74,495+145.0% |
| Participation rate | 54.1% | 66.6%-12.5pp | 77.1%-23.0pp | 67.2%-13.1pp |
| Annual return | 14.24% | 17.49%-3.2pp | 294.48%-280.2pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,377 | $2,216+52.4% | $3,949-14.5% | $2,623+28.8% |
| Participant deferral / active EE | $7,377 | $4,513+63.4% | $6,276+17.5% | $4,346+69.8% |
| Admin fee / account holder | $171 | $1,808-90.6% | $10,363-98.4% | $1,942-91.2% |