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 37 · EIN 04-2647786 | Loan Processing | $41,027 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,439 | $50,815+22.9% | $155,509-59.8% | $77,643-19.6% |
| Participation rate | 90.8% | 63.1%+27.7pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 14.33% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,243 | $1,993+12.6% | $4,672-52.0% | $2,726-17.7% |
| Participant deferral / active EE | $6,148 | $2,822+117.9% | $5,626+9.3% | $4,647+32.3% |
| Admin fee / account holder | $110 | $437-74.8% | $15,912-99.3% | $430-74.4% |