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 WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $46,207 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $22,160 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,221 | $108,549+6.1% | $156,263-26.3% | $85,563+34.7% |
| Participation rate | 96.7% | 77.1%+19.6pp | 78.9%+17.8pp | 66.0%+30.7pp |
| Annual return | 14.54% | 21.79%-7.3pp | 59.47%-44.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $6,851 | $2,690+154.7% | $4,333+58.1% | $2,654+158.2% |
| Participant deferral / active EE | $11,292 | $4,800+135.2% | $6,158+83.4% | $4,375+158.1% |
| Admin fee / account holder | $207 | $650-68.1% | $14,255-98.5% | $834-75.1% |