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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,700 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,859 |
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 | $205,579 | $81,625+151.9% | $167,512+22.7% | $74,304+176.7% |
| Participation rate | 54.8% | 60.0%-5.3pp | 77.1%-22.3pp | 60.3%-5.6pp |
| Annual return | 16.82% | 26.09%-9.3pp | 1615.79%-1599.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,975 | $2,010+48.0% | $3,882-23.3% | $2,241+32.8% |
| Participant deferral / active EE | $6,488 | $4,115+57.7% | $6,405+1.3% | $3,767+72.2% |
| Admin fee / account holder | $156 | $3,474-95.5% | $9,769-98.4% | $2,969-94.7% |