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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,798 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,338 |
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 | $86,692 | $89,808-3.5% | $100,391-13.6% | $77,643+11.7% |
| Participation rate | 87.9% | 81.2%+6.7pp | 81.5%+6.5pp | 70.6%+17.4pp |
| Annual return | 20.49% | 20.62%-0.1pp | 49.20%-28.7pp | 31.24%-10.7pp |
| Employer contribution / active EE | $5 | $3,039-99.8% | $3,942-99.9% | $2,726-99.8% |
| Participant deferral / active EE | $9,111 | $8,284+10.0% | $8,082+12.7% | $4,647+96.1% |
| Admin fee / account holder | $12 | $174-93.3% | $7,899-99.9% | $430-97.3% |