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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,065 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,203 | $131,799+2.6% | $200,582-32.6% | $85,563+58.0% |
| Participation rate | 84.6% | 87.9%-3.3pp | 86.9%-2.3pp | 66.0%+18.6pp |
| Annual return | 18.70% | 21.59%-2.9pp | 42.33%-23.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $3,689 | $4,532-18.6% | $6,419-42.5% | $2,654+39.0% |
| Participant deferral / active EE | $8,659 | $7,702+12.4% | $9,331-7.2% | $4,375+97.9% |
| Admin fee / account holder | $133 | $235-43.5% | $16,305-99.2% | $834-84.1% |