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 | $85,795 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,850 |
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 | $29,240 | $48,698-40.0% | $93,606-68.8% | $199,593-85.4% |
| Participation rate | 84.3% | 63.5%+20.8pp | 68.7%+15.6pp | 72.0%+12.4pp |
| Annual return | 13.72% | 15.34%-1.6pp | 133.20%-119.5pp | 34.25%-20.5pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,826 | $2,817+35.8% | $4,411-13.3% | $5,087-24.8% |
| Admin fee / account holder | $43 | $195-78.0% | $8,285-99.5% | $269-84.1% |