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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $40,938 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISOR, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,137 | $82,917-63.7% | $103,333-70.8% | $77,643-61.2% |
| Participation rate | 89.4% | 71.6%+17.8pp | 74.5%+14.9pp | 70.6%+18.8pp |
| Annual return | 12.90% | 19.13%-6.2pp | 24.88%-12.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,684 | $3,552-24.4% | $3,868-30.6% | $2,726-1.5% |
| Participant deferral / active EE | $2,917 | $4,108-29.0% | $5,057-42.3% | $4,647-37.2% |
| Admin fee / account holder | $143 | $638-77.6% | $8,355-98.3% | $430-66.8% |