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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $98,645 |
Filed as: PHILLIPS & COMPANY SECURITIES INC Service code 27 · EIN 45-3709458 | Advisory (Plan) | $44,221 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,252 | $88,982-10.9% | $102,438-22.6% | $77,671+2.0% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 16.71% | 25.01%-8.3pp | 29.37%-12.7pp | 31.21%-14.5pp |
| Employer contribution / active EE | $2,651 | $2,698-1.7% | $3,024-12.3% | $2,726-2.8% |
| Participant deferral / active EE | $9,691 | $5,144+88.4% | $5,054+91.8% | $4,648+108.5% |
| Admin fee / account holder | $180 | $236-23.5% | $9,448-98.1% | $430-58.1% |