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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,192 |
Filed as: MORGAN STANLEY INSTITUTIONAL INVES Service code 27 · EIN 11-3658445 | Advisory (Plan) | $8,260 |
CHESTER M. KEARNEY3 years Service code 10 · EIN 01-0411241 | Accounting | $6,710 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,686 | $92,055+75.6% | $106,213+52.2% | $77,643+108.2% |
| Participation rate | 90.7% | 81.0%+9.7pp | 75.3%+15.4pp | 70.6%+20.1pp |
| Annual return | 13.21% | 17.91%-4.7pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $5,897 | $3,367+75.1% | $3,171+85.9% | $2,726+116.3% |
| Participant deferral / active EE | $5,996 | $5,386+11.3% | $5,016+19.5% | $4,647+29.0% |
| Admin fee / account holder | -$2 | $219-101.0% | $11,033-100.0% | $430-100.5% |