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 | $81,986 |
Filed as: WEISBERG MOLE KRANTZ GOLDFARB LLP Service code 10 · EIN 11-3619178 | Accounting | $54,350 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,500 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,354 | $88,890+125.4% | $102,423+95.6% | $77,643+158.0% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 20.48% | 24.98%-4.5pp | 29.32%-8.8pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,425 | $2,698-10.1% | $3,023-19.8% | $2,726-11.1% |
| Participant deferral / active EE | $15,253 | $5,145+196.4% | $5,053+201.9% | $4,647+228.2% |
| Admin fee / account holder | $266 | $235+12.8% | $9,451-97.2% | $430-38.3% |