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 |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $22,726 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,003 |
Filed as: FIDELITY INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,257 | $95,918-44.5% | $151,611-64.9% | $77,904-31.6% |
| Participation rate | 99.7% | 88.7%+11.0pp | 87.5%+12.2pp | 73.7%+26.0pp |
| Annual return | -15.47% | -5.50%-10.0pp | 3.33%-18.8pp | 12.21%-27.7pp |
| Employer contribution / active EE | $3,936 | $4,330-9.1% | $6,166-36.2% | $2,848+38.2% |
| Participant deferral / active EE | $5,276 | $7,508-29.7% | $8,363-36.9% | $4,806+9.8% |
| Admin fee / account holder | $17 | $93-81.8% | $11,616-99.9% | $133-87.2% |