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 |
|---|---|---|
COHEN & COMPANY1 year Filed as: COHEN & COMPANY LTD. Service code 10 · EIN 36-5132517 | Accounting | $31,043 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,082 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,175 | $106,028+16.2% | $146,958-16.2% | $77,643+58.6% |
| Participation rate | 91.9% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 16.13% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,121 | $4,063-23.2% | $4,933-36.7% | $2,726+14.5% |
| Participant deferral / active EE | $11,239 | $7,990+40.7% | $8,070+39.3% | $4,647+141.8% |
| Admin fee / account holder | $23 | $337-93.0% | $12,998-99.8% | $430-94.5% |