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 |
|---|---|---|
KOVITZ INVESTMENT GROUP1 year Service code 16 · EIN 47-5657416 | Consulting | $21,991 |
STRATEGIC WEALTH PARTNERS5 years Filed as: STRATEGIC WEALTH PARTNERS GROUP, L Service code 16 · EIN 47-2046833 | Consulting | $12,173 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,963 | $49,915+206.4% | $154,803-1.2% | $74,304+105.9% |
| Participation rate | 83.1% | 54.0%+29.2pp | 78.1%+5.0pp | 60.3%+22.8pp |
| Annual return | 17.68% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $4,168 | $1,611+158.7% | $4,305-3.2% | $2,241+86.0% |
| Participant deferral / active EE | $6,756 | $2,255+199.6% | $5,540+21.9% | $3,767+79.3% |
| Admin fee / account holder | $101 | $2,189-95.4% | $14,329-99.3% | $2,969-96.6% |