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 Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $376,788 |
COOK STREET CONSULTING9 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $71,360 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $10,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,630 | $128,899+47.1% | $113,168+67.6% | $102,872+84.3% |
| Participation rate | 64.5% | 87.0%-22.6pp | 76.6%-12.1pp | 73.0%-8.6pp |
| Annual return | 15.37% | 15.88%-0.5pp | 24.27%-8.9pp | 19.06%-3.7pp |
| Employer contribution / active EE | $3,214 | $3,713-13.4% | $2,975+8.0% | $3,526-8.9% |
| Participant deferral / active EE | $8,753 | $6,787+29.0% | $5,107+71.4% | $5,535+58.1% |
| Admin fee / account holder | $65 | $129-50.1% | $12,068-99.5% | $292-77.9% |