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 |
|---|---|---|
Filed as: FIDELITY INV. INSTIT. OPER. CO.,INC Service code 15 · EIN 04-2647786 | Recordkeeping | $55,556 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,402 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,650 | $50,815+39.0% | $155,509-54.6% | $77,643-9.0% |
| Participation rate | 92.1% | 63.1%+29.0pp | 78.2%+13.9pp | 70.6%+21.5pp |
| Annual return | 12.54% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,245 | $1,993+62.8% | $4,672-30.6% | $2,726+19.0% |
| Participant deferral / active EE | $4,866 | $2,822+72.4% | $5,626-13.5% | $4,647+4.7% |
| Admin fee / account holder | $142 | $437-67.4% | $15,912-99.1% | $430-66.9% |