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 |
|---|---|---|
Filed as: MACROVIEW INVESTMENT MANAGEMENT LL Service code 27 · EIN 26-4133685 | Advisory (Plan) | $54,660 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,646 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,942 | $62,624+46.8% | $177,989-48.3% | $77,643+18.4% |
| Participation rate | 96.0% | 66.8%+29.1pp | 77.1%+18.9pp | 70.6%+25.4pp |
| Annual return | 16.90% | 16.16%+0.7pp | 294.48%-277.6pp | 31.24%-14.3pp |
| Employer contribution / active EE | $3,041 | $1,909+59.3% | $3,949-23.0% | $2,726+11.6% |
| Participant deferral / active EE | $6,904 | $4,219+63.6% | $6,276+10.0% | $4,647+48.6% |
| Admin fee / account holder | $143 | $386-63.0% | $10,363-98.6% | $430-66.8% |