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 INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $44,898 |
WITHUMSMITH+BROWN, PC6 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $21,800 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,358 | $86,944+141.9% | $107,525+95.6% | $74,304+183.1% |
| Participation rate | 94.3% | 59.6%+34.7pp | 75.1%+19.2pp | 60.3%+33.9pp |
| Annual return | 18.87% | 23.52%-4.6pp | 181.32%-162.4pp | 29.43%-10.6pp |
| Employer contribution / active EE | $3,575 | $2,757+29.7% | $3,754-4.8% | $2,241+59.5% |
| Participant deferral / active EE | $14,800 | $3,554+316.4% | $5,116+189.3% | $3,767+292.8% |
| Admin fee / account holder | $279 | $3,727-92.5% | $8,919-96.9% | $2,969-90.6% |