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 | $79,013+76.7% | $100,391+39.1% | $74,495+87.4% |
| Participation rate | 81.7% | 79.5%+2.3pp | 81.5%+0.3pp | 67.2%+14.5pp |
| Annual return | 16.86% | 20.41%-3.5pp | 49.20%-32.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $7,171 | $3,021+137.4% | $3,942+81.9% | $2,623+173.4% |
| Participant deferral / active EE | $11,934 | $7,760+53.8% | $8,082+47.7% | $4,346+174.6% |
| Admin fee / account holder | $244 | $1,320-81.5% | $7,899-96.9% | $1,942-87.4% |