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 | $79,878 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,520 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,324 | $81,357+40.5% | $75,972+50.5% | $199,593-42.7% |
| Participation rate | 84.4% | 69.9%+14.4pp | 69.1%+15.3pp | 72.0%+12.4pp |
| Annual return | 11.71% | 16.32%-4.6pp | 359.55%-347.8pp | 34.25%-22.5pp |
| Employer contribution / active EE | $2,053 | $3,341-38.5% | $2,685-23.5% | $3,034-32.3% |
| Participant deferral / active EE | $5,846 | $4,710+24.1% | $4,255+37.4% | $5,087+14.9% |
| Admin fee / account holder | $70 | $144-51.2% | $6,467-98.9% | $269-73.8% |