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 | $151,574 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,783 | $89,808-19.0% | $100,391-27.5% | $77,643-6.3% |
| Participation rate | 85.2% | 81.2%+4.0pp | 81.5%+3.7pp | 70.6%+14.6pp |
| Annual return | 19.40% | 20.62%-1.2pp | 49.20%-29.8pp | 31.24%-11.8pp |
| Employer contribution / active EE | $2,907 | $3,039-4.3% | $3,942-26.3% | $2,726+6.6% |
| Participant deferral / active EE | $10,387 | $8,284+25.4% | $8,082+28.5% | $4,647+123.5% |
| Admin fee / account holder | $138 | $174-21.1% | $7,899-98.3% | $430-68.0% |