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 | $78,453 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $58,260 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,847 | $98,727-40.4% | $113,168-48.0% | $85,563-31.2% |
| Participation rate | 96.1% | 80.8%+15.3pp | 76.6%+19.5pp | 66.0%+30.1pp |
| Annual return | 19.98% | 17.43%+2.5pp | 24.27%-4.3pp | 31.51%-11.5pp |
| Employer contribution / active EE | $5,039 | $2,907+73.4% | $2,975+69.4% | $2,654+89.9% |
| Participant deferral / active EE | $7,970 | $5,424+46.9% | $5,107+56.1% | $4,375+82.2% |
| Admin fee / account holder | $270 | $357-24.2% | $12,068-97.8% | $834-67.6% |