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 | $25,013 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,821 | $122,239+71.6% | $184,203+13.9% | $74,495+181.7% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.0pp | 67.2%+25.7pp |
| Annual return | 15.84% | 19.95%-4.1pp | 28.81%-13.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $5,935 | $4,537+30.8% | $6,427-7.7% | $2,623+126.3% |
| Participant deferral / active EE | $7,060 | $7,139-1.1% | $9,131-22.7% | $4,346+62.5% |
| Admin fee / account holder | $194 | $1,260-84.6% | $13,901-98.6% | $1,942-90.0% |