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 |
|---|---|---|
BEMANAGED11+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $41,312 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,126 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,094 | $98,727+6.4% | $113,168-7.1% | $85,563+22.8% |
| Participation rate | 98.5% | 80.8%+17.7pp | 76.6%+22.0pp | 66.0%+32.6pp |
| Annual return | 15.26% | 17.43%-2.2pp | 24.27%-9.0pp | 31.51%-16.3pp |
| Employer contribution / active EE | $2,762 | $2,907-5.0% | $2,975-7.2% | $2,654+4.1% |
| Participant deferral / active EE | $6,731 | $5,424+24.1% | $5,107+31.8% | $4,375+53.8% |
| Admin fee / account holder | $104 | $357-70.8% | $12,068-99.1% | $834-87.5% |