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 50 · EIN 04-2647786 | Direct Payment | $13,083 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $67,604 | $117,025-42.2% | $91,541-26.1% | $85,563-21.0% |
| Participation rate | 52.5% | 64.2%-11.7pp | 69.8%-17.3pp | 66.0%-13.5pp |
| Annual return | 11.97% | 18.02%-6.1pp | 20.50%-8.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,037 | $2,120-51.1% | $2,505-58.6% | $2,654-60.9% |
| Participant deferral / active EE | $2,250 | $3,446-34.7% | $4,008-43.9% | $4,375-48.6% |
| Admin fee / account holder | $46 | $1,242-96.3% | $6,956-99.3% | $834-94.4% |