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 | $29,921 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,768 | $47,126-24.1% | $149,673-76.1% | $74,419-51.9% |
| Participation rate | 87.7% | 63.4%+24.3pp | 78.8%+8.9pp | 70.7%+17.0pp |
| Annual return | 18.35% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,064 | $1,905+8.3% | $4,818-57.2% | $2,637-21.7% |
| Participant deferral / active EE | $4,577 | $2,728+67.8% | $5,680-19.4% | $4,528+1.1% |
| Admin fee / account holder | $84 | $343-75.6% | $13,210-99.4% | $348-75.9% |