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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,741 | $55,416-3.0% | $75,972-29.3% | $77,643-30.8% |
| Participation rate | 49.2% | 63.6%-14.3pp | 69.1%-19.8pp | 70.6%-21.3pp |
| Annual return | 21.28% | 17.07%+4.2pp | 359.55%-338.3pp | 31.24%-10.0pp |
| Employer contribution / active EE | $1,619 | $1,788-9.4% | $2,685-39.7% | $2,726-40.6% |
| Participant deferral / active EE | $3,679 | $3,447+6.7% | $4,255-13.5% | $4,647-20.8% |
| Admin fee / account holder | $56 | $414-86.6% | $6,467-99.1% | $430-87.1% |