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 | $23,527 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,418 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,791 |
GOLDMAN SACHS5 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $8,873 |
Employer contribution per participant 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 | $53,340 | $106,028-49.7% | $146,958-63.7% | $77,643-31.3% |
| Participation rate | 78.9% | 78.4%+0.6pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 18.49% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $639 | $4,063-84.3% | $4,933-87.0% | $2,726-76.5% |
| Participant deferral / active EE | $5,856 | $7,990-26.7% | $8,070-27.4% | $4,647+26.0% |
| Admin fee / account holder | $139 | $337-58.8% | $12,998-98.9% | $430-67.7% |