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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $11,044 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $9,446 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $602 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $78,485-100.0% | $106,213-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 75.3%-75.3pp | 67.2%-67.2pp |
| Annual return | 7.58% | 15.95%-8.4pp | 116.14%-108.6pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $1,158 | $2,523-54.1% | $3,171-63.5% | $2,623-55.8% |
| Participant deferral / active EE | $2,091 | $4,322-51.6% | $5,016-58.3% | $4,346-51.9% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |