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 |
|---|---|---|
TANNER LLC1 year Filed as: TANNER LLP Service code 10 · EIN 20-2253063 | Accounting | $20,320 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,966 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,724 | $98,727-11.1% | $113,168-22.5% | $85,563+2.5% |
| Participation rate | 66.3% | 80.8%-14.5pp | 76.6%-10.3pp | 66.0%+0.3pp |
| Annual return | 18.87% | 17.43%+1.4pp | 24.27%-5.4pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,560 | $2,907-46.3% | $2,975-47.6% | $2,654-41.2% |
| Participant deferral / active EE | $6,221 | $5,424+14.7% | $5,107+21.8% | $4,375+42.2% |
| Admin fee / account holder | $94 | $357-73.7% | $12,068-99.2% | $834-88.7% |