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 | $23,959 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,044 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $13,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,375 | $148,970-69.5% | $136,007-66.6% | $199,593-77.3% |
| Participation rate | 91.5% | 79.4%+12.1pp | 76.5%+15.0pp | 72.0%+19.5pp |
| Annual return | 16.11% | 27.07%-11.0pp | 579.32%-563.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $2,932 | $3,561-17.7% | $4,217-30.5% | $3,034-3.4% |
| Participant deferral / active EE | $4,838 | $6,140-21.2% | $7,025-31.1% | $5,087-4.9% |
| Admin fee / account holder | $35 | $144-75.9% | $6,858-99.5% | $269-87.1% |