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 |
|---|---|---|
BEMANAGED10+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $32,789 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,215 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,214 | $88,890+7.1% | $102,423-7.0% | $77,643+22.6% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.9pp |
| Annual return | 13.81% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,595 | $2,698-3.8% | $3,023-14.2% | $2,726-4.8% |
| Participant deferral / active EE | $6,189 | $5,145+20.3% | $5,053+22.5% | $4,647+33.2% |
| Admin fee / account holder | $82 | $235-65.0% | $9,451-99.1% | $430-80.9% |