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 | $80,347 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,317 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVIECS, INC. Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,584 | $115,744-25.2% | $100,383-13.7% | $199,768-56.7% |
| Participation rate | 94.5% | 85.7%+8.8pp | 81.5%+13.0pp | 72.0%+22.5pp |
| Annual return | 16.43% | 17.79%-1.4pp | 49.26%-32.8pp | 34.26%-17.8pp |
| Employer contribution / active EE | $2,771 | $3,657-24.2% | $3,944-29.7% | $3,037-8.7% |
| Participant deferral / active EE | $8,920 | $9,844-9.4% | $8,086+10.3% | $5,090+75.3% |
| Admin fee / account holder | $91 | $93-2.3% | $7,900-98.9% | $269-66.3% |