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 WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $20,764 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $12,157 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,144 |
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 | $70,985 | $119,446-40.6% | $150,045-52.7% | $85,563-17.0% |
| Participation rate | 55.3% | 75.4%-20.1pp | 82.3%-27.0pp | 66.0%-10.7pp |
| Annual return | 19.50% | 23.72%-4.2pp | 62.55%-43.1pp | 31.51%-12.0pp |
| Employer contribution / active EE | $2,113 | $4,078-48.2% | $4,693-55.0% | $2,654-20.4% |
| Participant deferral / active EE | $3,330 | $7,985-58.3% | $7,997-58.4% | $4,375-23.9% |
| Admin fee / account holder | $107 | $548-80.5% | $13,435-99.2% | $834-87.2% |