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 LLC8 years Service code 10 · EIN 20-2253063 | Accounting | $19,530 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,633 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $268 |
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 | $82,025 | $88,982-7.8% | $102,438-19.9% | $77,671+5.6% |
| Participation rate | 58.8% | 80.9%-22.1pp | 76.5%-17.7pp | 70.6%-11.8pp |
| Annual return | 15.89% | 25.01%-9.1pp | 29.37%-13.5pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,481 | $2,698-45.1% | $3,024-51.0% | $2,726-45.7% |
| Participant deferral / active EE | $5,545 | $5,144+7.8% | $5,054+9.7% | $4,648+19.3% |
| Admin fee / account holder | $77 | $236-67.2% | $9,448-99.2% | $430-82.0% |