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 | $42,704 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,642 | $122,239+127.9% | $184,203+51.3% | $74,495+274.0% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 15.45% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $12,536 | $4,537+176.3% | $6,427+95.0% | $2,623+377.9% |
| Participant deferral / active EE | $13,417 | $7,139+88.0% | $9,131+46.9% | $4,346+208.7% |
| Admin fee / account holder | $203 | $1,260-83.9% | $13,901-98.5% | $1,942-89.5% |