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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $167,353 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $70,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,774 |
MOORE COLSON1 year Filed as: MOORE COLSON. Service code 16 · EIN 58-1653914 | Consulting | $25,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,567 | $145,877+66.3% | $150,045+61.7% | $102,872+135.8% |
| Participation rate | 92.3% | 79.8%+12.5pp | 82.3%+10.0pp | 73.0%+19.3pp |
| Annual return | 19.95% | 21.37%-1.4pp | 62.55%-42.6pp | 19.06%+0.9pp |
| Employer contribution / active EE | $4,099 | $4,710-13.0% | $4,693-12.7% | $3,526+16.2% |
| Participant deferral / active EE | $14,247 | $9,491+50.1% | $7,997+78.2% | $5,535+157.4% |
| Admin fee / account holder | $131 | $176-25.2% | $13,435-99.0% | $292-55.0% |