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 13 · EIN 04-2647786 | Contract Administrator | $57,638 |
USI CONSULTING GROUP8 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $15,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,325 |
THE VANGUARD GROUP, INC.11+ 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 | $74,332 | $50,982+45.8% | $154,803-52.0% | $85,563-13.1% |
| Participation rate | 93.7% | 59.8%+33.9pp | 78.1%+15.6pp | 66.0%+27.7pp |
| Annual return | 15.82% | 30.35%-14.5pp | 58.88%-43.1pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,297 | $1,708+93.0% | $4,305-23.4% | $2,654+24.2% |
| Participant deferral / active EE | $5,017 | $2,474+102.8% | $5,540-9.4% | $4,375+14.7% |
| Admin fee / account holder | $140 | $846-83.5% | $14,329-99.0% | $834-83.2% |