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 | $30,734 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,048 |
Employer contribution per participant 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 | $102,603 | $122,186-16.0% | $146,958-30.2% | $199,593-48.6% |
| Participation rate | 96.3% | 78.3%+18.0pp | 82.2%+14.1pp | 72.0%+24.3pp |
| Annual return | 20.83% | 30.56%-9.7pp | 418.34%-397.5pp | 34.25%-13.4pp |
| Employer contribution / active EE | $866 | $4,093-78.8% | $4,933-82.4% | $3,034-71.5% |
| Participant deferral / active EE | $8,053 | $8,502-5.3% | $8,070-0.2% | $5,087+58.3% |
| Admin fee / account holder | $33 | $179-81.7% | $12,998-99.7% | $269-87.9% |