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 |
|---|---|---|
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $142,707 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,449 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,033 |
CHIPTON-ROSS3 years Filed as: CHIPTON-ROSS INC Service code 13 · EIN 39-1341435 | Contract Administrator | $5,279 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,101 | $98,727+100.7% | $113,168+75.1% | $85,563+131.5% |
| Participation rate | 95.0% | 80.8%+14.2pp | 76.6%+18.5pp | 66.0%+29.1pp |
| Annual return | 13.60% | 17.43%-3.8pp | 24.27%-10.7pp | 31.51%-17.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $104 | $357-70.9% | $12,068-99.1% | $834-87.6% |