Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 64 · EIN 04-2647786 | Recordkeeping Fees | $16,095 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,741 | $55,441-3.1% | $76,002-29.3% | $77,671-30.8% |
| Participation rate | 49.2% | 63.6%-14.4pp | 69.1%-19.8pp | 70.6%-21.3pp |
| Annual return | 21.28% | 17.08%+4.2pp | 360.07%-338.8pp | 31.21%-9.9pp |
| Employer contribution / active EE | $1,619 | $1,789-9.5% | $2,688-39.8% | $2,726-40.6% |
| Participant deferral / active EE | $3,679 | $3,451+6.6% | $4,257-13.6% | $4,648-20.8% |
| Admin fee / account holder | $56 | $407-86.4% | $6,414-99.1% | $430-87.1% |