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 | $52,150 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,004 | $88,890+13.6% | $102,423-1.4% | $77,643+30.1% |
| Participation rate | 85.5% | 80.9%+4.6pp | 76.5%+9.0pp | 70.6%+15.0pp |
| Annual return | 18.06% | 24.98%-6.9pp | 29.32%-11.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,977 | $2,698-26.7% | $3,023-34.6% | $2,726-27.5% |
| Participant deferral / active EE | $6,223 | $5,145+20.9% | $5,053+23.2% | $4,647+33.9% |
| Admin fee / account holder | $93 | $235-60.6% | $9,451-99.0% | $430-78.4% |