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 | $37,314 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,466 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,964 | $79,171+21.2% | $102,423-6.3% | $74,495+28.8% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 16.07% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,583 | $2,362+51.7% | $3,023+18.5% | $2,623+36.6% |
| Participant deferral / active EE | $6,559 | $4,415+48.5% | $5,053+29.8% | $4,346+50.9% |
| Admin fee / account holder | $166 | $2,001-91.7% | $9,451-98.2% | $1,942-91.5% |