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 | $312,097 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,333 |
FRAZIER & DEETER, LLC7 years Filed as: FRAZIER AND DEETER Service code 10 · EIN 58-1433845 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,679 | $55,331+15.1% | $81,812-22.2% | $199,593-68.1% |
| Participation rate | 89.4% | 62.5%+26.9pp | 72.3%+17.0pp | 72.0%+17.4pp |
| Annual return | 17.16% | 19.59%-2.4pp | 773.79%-756.6pp | 34.25%-17.1pp |
| Employer contribution / active EE | $2,627 | $2,101+25.0% | $2,912-9.8% | $3,034-13.4% |
| Participant deferral / active EE | $3,600 | $3,283+9.7% | $4,319-16.6% | $5,087-29.2% |
| Admin fee / account holder | $101 | $346-70.8% | $7,386-98.6% | $269-62.4% |