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 | $65,933 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,483 | $88,890-9.5% | $102,423-21.4% | $77,643+3.7% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.5%+19.1pp | 70.6%+25.0pp |
| Annual return | 12.81% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,153 | $5,145+0.1% | $5,053+2.0% | $4,647+10.9% |
| Admin fee / account holder | $157 | $235-33.5% | $9,451-98.3% | $430-63.6% |