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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,853 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,728 | $129,021-9.5% | $184,203-36.6% | $77,643+50.3% |
| Participation rate | 82.9% | 87.3%-4.4pp | 86.8%-3.9pp | 70.6%+12.3pp |
| Annual return | 17.29% | 33.27%-16.0pp | 28.81%-11.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,392 | $4,413-23.1% | $6,427-47.2% | $2,726+24.4% |
| Participant deferral / active EE | $8,066 | $7,297+10.5% | $9,131-11.7% | $4,647+73.6% |
| Admin fee / account holder | $121 | $254-52.5% | $13,901-99.1% | $430-72.0% |