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 | $212,339 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,578 | $76,173-44.1% | $81,382-47.7% | $199,593-78.7% |
| Participation rate | 85.5% | 76.3%+9.3pp | 69.5%+16.1pp | 72.0%+13.6pp |
| Annual return | 14.82% | 15.59%-0.8pp | 24.73%-9.9pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,137 | $2,792-23.5% | $2,463-13.2% | $3,034-29.6% |
| Participant deferral / active EE | $3,773 | $4,201-10.2% | $3,883-2.8% | $5,087-25.8% |
| Admin fee / account holder | $88 | $146-40.0% | $5,768-98.5% | $269-67.4% |