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 | $42,063 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $41,415 |
BOYUM & BARENSCHEER PLLP6 years Service code 10 · EIN 41-6192096 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,462 | $98,727-35.7% | $113,168-43.9% | $85,563-25.8% |
| Participation rate | 86.8% | 80.8%+6.0pp | 76.6%+10.3pp | 66.0%+20.9pp |
| Annual return | 16.22% | 17.43%-1.2pp | 24.27%-8.0pp | 31.51%-15.3pp |
| Employer contribution / active EE | $1,867 | $2,907-35.8% | $2,975-37.3% | $2,654-29.7% |
| Participant deferral / active EE | $6,823 | $5,424+25.8% | $5,107+33.6% | $4,375+56.0% |
| Admin fee / account holder | $221 | $357-38.2% | $12,068-98.2% | $834-73.6% |