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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $248,101 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $124,920 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,943 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,736 | $111,072-29.1% | $156,263-49.6% | $102,872-23.5% |
| Participation rate | 92.9% | 80.1%+12.8pp | 78.9%+14.0pp | 73.0%+19.9pp |
| Annual return | 15.68% | 16.98%-1.3pp | 59.47%-43.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $2,332 | $4,017-41.9% | $4,333-46.2% | $3,526-33.9% |
| Participant deferral / active EE | $7,431 | $5,455+36.2% | $6,158+20.7% | $5,535+34.3% |
| Admin fee / account holder | $155 | $120+28.6% | $14,255-98.9% | $292-47.0% |