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 | $43,665 |
HAYS FINANCIAL GROUP6 years Filed as: HAYS COMPANIES Service code 27 · EIN 41-1784898 | Advisory (Plan) | $22,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,749 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,597 | $78,976+76.8% | $100,383+39.1% | $74,546+87.3% |
| Participation rate | 81.7% | 79.5%+2.3pp | 81.5%+0.2pp | 67.2%+14.5pp |
| Annual return | 16.86% | 20.62%-3.8pp | 49.26%-32.4pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $7,171 | $3,019+137.6% | $3,944+81.8% | $2,624+173.3% |
| Participant deferral / active EE | $11,934 | $7,758+53.8% | $8,086+47.6% | $4,347+174.5% |
| Admin fee / account holder | $244 | $1,330-81.7% | $7,900-96.9% | $1,944-87.4% |