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 | $99,566 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,169 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $73,500 |
PKF O'CONNOR DAVIES, LLP8 years Service code 10 · EIN 27-1728945 | Accounting | $29,420 |
Filed as: MORGAN STANLEY IIA Service code 16 · EIN 11-3658445 | Consulting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,241 | $110,299+29.0% | $102,423+38.9% | $199,593-28.7% |
| Participation rate | 91.2% | 86.3%+4.9pp | 76.5%+14.7pp | 72.0%+19.3pp |
| Annual return | 16.28% | 35.73%-19.5pp | 29.32%-13.0pp | 34.25%-18.0pp |
| Employer contribution / active EE | $3,128 | $3,603-13.2% | $3,023+3.5% | $3,034+3.1% |
| Participant deferral / active EE | $8,705 | $6,376+36.5% | $5,053+72.3% | $5,087+71.1% |
| Admin fee / account holder | $149 | $122+22.0% | $9,451-98.4% | $269-44.5% |