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 | $72,467 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,030 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,898 | $88,890-28.1% | $102,423-37.6% | $77,643-17.7% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 17.71% | 24.98%-7.3pp | 29.32%-11.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,969 | $2,698+10.1% | $3,023-1.8% | $2,726+8.9% |
| Participant deferral / active EE | $4,618 | $5,145-10.2% | $5,053-8.6% | $4,647-0.6% |
| Admin fee / account holder | $117 | $235-50.4% | $9,451-98.8% | $430-72.9% |