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 | $45,123 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,001 | $62,624+18.2% | $177,989-58.4% | $77,643-4.7% |
| Participation rate | 92.2% | 66.8%+25.3pp | 77.1%+15.1pp | 70.6%+21.6pp |
| Annual return | 15.24% | 16.16%-0.9pp | 294.48%-279.2pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,865 | $1,909-2.3% | $3,949-52.8% | $2,726-31.6% |
| Participant deferral / active EE | $7,895 | $4,219+87.1% | $6,276+25.8% | $4,647+69.9% |
| Admin fee / account holder | $57 | $386-85.3% | $10,363-99.5% | $430-86.8% |