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 60 · EIN 04-2647786 | Sub-TA Fees | $119,484 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,817 | $106,028-13.4% | $146,958-37.5% | $77,643+18.3% |
| Participation rate | 89.1% | 78.4%+10.8pp | 82.2%+7.0pp | 70.6%+18.6pp |
| Annual return | 14.09% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,190 | $4,063-46.1% | $4,933-55.6% | $2,726-19.6% |
| Participant deferral / active EE | $7,273 | $7,990-9.0% | $8,070-9.9% | $4,647+56.5% |
| Admin fee / account holder | $128 | $337-62.2% | $12,998-99.0% | $430-70.3% |