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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,886 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $64,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,710 | $98,727-8.1% | $113,168-19.8% | $85,563+6.0% |
| Participation rate | 94.8% | 80.8%+13.9pp | 76.6%+18.2pp | 66.0%+28.8pp |
| Annual return | 18.11% | 17.43%+0.7pp | 24.27%-6.2pp | 31.51%-13.4pp |
| Employer contribution / active EE | $2,433 | $2,907-16.3% | $2,975-18.2% | $2,654-8.3% |
| Participant deferral / active EE | $9,621 | $5,424+77.4% | $5,107+88.4% | $4,375+119.9% |
| Admin fee / account holder | $154 | $357-56.8% | $12,068-98.7% | $834-81.5% |