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 | $104,118 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,549 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,062 |
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 | $131,134 | $56,102+133.7% | $101,794+28.8% | $102,872+27.5% |
| Participation rate | 55.3% | 70.4%-15.0pp | 69.2%-13.8pp | 73.0%-17.7pp |
| Annual return | 14.88% | 14.06%+0.8pp | 30.53%-15.6pp | 19.06%-4.2pp |
| Employer contribution / active EE | $1,457 | $1,380+5.6% | $2,289-36.3% | $3,526-58.7% |
| Participant deferral / active EE | $2,992 | $2,801+6.8% | $4,084-26.7% | $5,535-45.9% |
| Admin fee / account holder | $173 | $262-34.2% | $8,777-98.0% | $292-41.0% |