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 4-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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $26,425 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $46,292-47.0% | $143,757-82.9% | $64,808-62.2% |
| Participation rate | 99.7% | 64.2%+35.4pp | 80.3%+19.4pp | 71.5%+28.2pp |
| Annual return | -15.23% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,170 | $1,910+13.6% | $4,951-56.2% | $2,506-13.4% |
| Participant deferral / active EE | $3,552 | $2,646+34.3% | $5,637-37.0% | $4,310-17.6% |
| Admin fee / account holder | $61 | $154-60.5% | $14,673-99.6% | $188-67.6% |