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: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $44,640 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,424 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,817 | $88,890+2.2% | $102,423-11.3% | $77,643+17.0% |
| Participation rate | 91.1% | 80.9%+10.2pp | 76.5%+14.6pp | 70.6%+20.5pp |
| Annual return | 17.20% | 24.98%-7.8pp | 29.32%-12.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,586 | $2,698-4.1% | $3,023-14.5% | $2,726-5.1% |
| Participant deferral / active EE | $5,440 | $5,145+5.7% | $5,053+7.7% | $4,647+17.1% |
| Admin fee / account holder | $74 | $235-68.8% | $9,451-99.2% | $430-82.9% |