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 |
|---|---|---|
Filed as: FIDELITY INVS INST OPER CO, LLC Service code 27 · EIN 04-3532603 | Advisory (Plan) | $110,916 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $94,301 |
Filed as: PRICEWATERHOUSE COOPERS, LLP Service code 27 · EIN 13-4008324 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,249 |
TIAA1 year Filed as: TIAA-CREF Service code 27 · EIN 13-1624203 | Advisory (Plan) | $5,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,242 | $113,293+39.7% | $67,502+134.4% | $199,593-20.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 13.63% | 15.88%-2.2pp | 3512.12%-3498.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $7,472 | $3,401+119.7% | $2,731+173.6% | $3,034+146.2% |
| Participant deferral / active EE | $7,598 | $4,159+82.7% | $4,000+90.0% | $5,087+49.4% |
| Admin fee / account holder | $36 | $103-64.8% | $3,998-99.1% | $269-86.6% |