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 | $26,724 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,017 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,202 | $50,815-5.1% | $155,509-69.0% | $77,643-37.9% |
| Participation rate | 93.3% | 63.1%+30.2pp | 78.2%+15.1pp | 70.6%+22.7pp |
| Annual return | 14.99% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,620 | $1,993+31.5% | $4,672-43.9% | $2,726-3.9% |
| Participant deferral / active EE | $4,707 | $2,822+66.8% | $5,626-16.3% | $4,647+1.3% |
| Admin fee / account holder | $50 | $437-88.5% | $15,912-99.7% | $430-88.3% |