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 |
|---|---|---|
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK, Service code 26 · EIN 95-4575414 | Advisory (Participants) | $15,354 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,455 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $631 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,165 | $86,929+216.5% | $102,423+168.7% | $80,856+240.3% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.5pp |
| Annual return | 16.86% | 18.88%-2.0pp | 29.32%-12.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $6,508 | $2,369+174.7% | $3,023+115.3% | $2,755+136.2% |
| Participant deferral / active EE | $19,829 | $4,118+381.5% | $5,053+292.4% | $4,296+361.6% |
| Admin fee / account holder | $49 | $8,049-99.4% | $9,451-99.5% | $6,918-99.3% |