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 | $106,558 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,168 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 16 · EIN 34-1753575 | Consulting | $38,466 |
Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $26,000 |
BRICKER GRAYDON LLP2 years Service code 29 · EIN 31-4359739 | Legal | $21,744 |
Annual investment return 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 | $155,931 | $92,224+69.1% | $105,223+48.2% | $79,634+95.8% |
| Participation rate | 99.3% | 69.2%+30.1pp | 75.0%+24.2pp | 62.5%+36.8pp |
| Annual return | 5.04% | 88.65%-83.6pp | 180.65%-175.6pp | 36.46%-31.4pp |
| Employer contribution / active EE | $9,486 | $3,965+139.2% | $3,689+157.2% | $2,529+275.1% |
| Participant deferral / active EE | $11,243 | $3,834+193.2% | $5,072+121.7% | $3,835+193.2% |
| Admin fee / account holder | $210 | $1,121-81.2% | $8,859-97.6% | $1,002-79.0% |