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 |
|---|---|---|
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,281 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,431 | $78,485-37.0% | $106,213-53.5% | $74,495-33.6% |
| Participation rate | 91.5% | 72.8%+18.6pp | 75.3%+16.2pp | 67.2%+24.3pp |
| Annual return | 15.00% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,228 | $2,523-51.3% | $3,171-61.3% | $2,623-53.2% |
| Participant deferral / active EE | $4,331 | $4,322+0.2% | $5,016-13.7% | $4,346-0.3% |
| Admin fee / account holder | $231 | $2,232-89.6% | $11,033-97.9% | $1,942-88.1% |