See peer percentile detail. $4.99 for your first month.
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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 Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $645,006 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $154,204 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $71,585 |
ARROWMARK PARTNERS9 years Service code 28 · EIN 39-2068140 | Investment Management | $67,763 |
SNYDER CAPITAL MANAGEMENT5 years Service code 28 · EIN 04-3370184 | Investment Management | $61,850 |
SANDERS CAPITAL, LLC5 years Service code 28 · EIN 27-0705845 | Investment Management | $46,586 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $39,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,767 | $103,282-25.7% | $81,382-5.7% | $99,062-22.5% |
| Participation rate | 66.3% | 73.2%-6.9pp | 69.5%-3.2pp | 71.6%-5.3pp |
| Annual return | 14.50% | 15.11%-0.6pp | 24.73%-10.2pp | 17.66%-3.2pp |
| Employer contribution / active EE | $1,524 | $3,061-50.2% | $2,463-38.1% | $3,262-53.3% |
| Participant deferral / active EE | $3,133 | $4,549-31.1% | $3,883-19.3% | $5,331-41.2% |
| Admin fee / account holder | $132 | $78+67.9% | $5,768-97.7% | $109+20.9% |