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 INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $45,575 |
CHERRY BEKAERT LLP3 years Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $23,835 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,205 | $108,549+49.4% | $156,263+3.8% | $85,563+89.6% |
| Participation rate | 90.6% | 77.1%+13.5pp | 78.9%+11.7pp | 66.0%+24.6pp |
| Annual return | 15.59% | 21.79%-6.2pp | 59.47%-43.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,667 | $2,690-0.8% | $4,333-38.4% | $2,654+0.5% |
| Participant deferral / active EE | $9,960 | $4,800+107.5% | $6,158+61.7% | $4,375+127.6% |
| Admin fee / account holder | $329 | $650-49.3% | $14,255-97.7% | $834-60.5% |