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 | $95,880+62.6% | $107,525+45.0% | $85,563+82.2% |
| Participation rate | 99.3% | 70.1%+29.1pp | 75.1%+24.2pp | 66.0%+33.3pp |
| Annual return | 5.04% | 68.06%-63.0pp | 181.32%-176.3pp | 31.51%-26.5pp |
| Employer contribution / active EE | $9,486 | $3,812+148.8% | $3,754+152.7% | $2,654+257.5% |
| Participant deferral / active EE | $11,243 | $4,201+167.6% | $5,116+119.8% | $4,375+157.0% |
| Admin fee / account holder | $210 | $1,025-79.5% | $8,919-97.6% | $834-74.8% |