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 | $35,234 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,859 | $57,831+98.6% | $82,389+39.4% | $85,563+34.2% |
| Participation rate | 90.3% | 55.0%+35.3pp | 69.5%+20.8pp | 66.0%+24.3pp |
| Annual return | 14.43% | 17.86%-3.4pp | 28.67%-14.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,056 | $1,643-35.7% | $2,517-58.0% | $2,654-60.2% |
| Participant deferral / active EE | $8,996 | $3,118+188.5% | $4,155+116.5% | $4,375+105.6% |
| Admin fee / account holder | $63 | $1,391-95.4% | $7,231-99.1% | $834-92.4% |