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 37 · EIN 04-2647786 | Loan Processing | $47,674 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,617 | $50,982+36.6% | $154,803-55.0% | $85,563-18.6% |
| Participation rate | 90.0% | 59.8%+30.2pp | 78.1%+12.0pp | 66.0%+24.1pp |
| Annual return | 17.07% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,181 | $1,708+27.7% | $4,305-49.3% | $2,654-17.8% |
| Participant deferral / active EE | $6,452 | $2,474+160.8% | $5,540+16.4% | $4,375+47.5% |
| Admin fee / account holder | $121 | $846-85.6% | $14,329-99.2% | $834-85.4% |