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 | $62,166 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,551 |
SWALLING & ASSOCIATES3 years Service code 10 · EIN 92-0138439 | Accounting | $19,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,226 | $119,446+45.0% | $150,045+15.4% | $85,563+102.5% |
| Participation rate | 99.5% | 75.4%+24.0pp | 82.3%+17.1pp | 66.0%+33.5pp |
| Annual return | 17.56% | 23.72%-6.2pp | 62.55%-45.0pp | 31.51%-13.9pp |
| Employer contribution / active EE | $7,074 | $4,078+73.5% | $4,693+50.7% | $2,654+166.6% |
| Participant deferral / active EE | $12,154 | $7,985+52.2% | $7,997+52.0% | $4,375+177.8% |
| Admin fee / account holder | $148 | $548-72.9% | $13,435-98.9% | $834-82.2% |