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 | $16,672 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $10,007 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,989 | $106,110-41.6% | $147,005-57.8% | $77,671-20.2% |
| Participation rate | 49.1% | 78.4%-29.3pp | 82.2%-33.0pp | 70.6%-21.5pp |
| Annual return | 17.63% | 56.77%-39.1pp | 418.76%-401.1pp | 31.21%-13.6pp |
| Employer contribution / active EE | $1,821 | $4,065-55.2% | $4,934-63.1% | $2,726-33.2% |
| Participant deferral / active EE | $2,838 | $7,992-64.5% | $8,070-64.8% | $4,648-38.9% |
| Admin fee / account holder | $92 | $338-72.7% | $13,006-99.3% | $430-78.6% |