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 | $44,747 |
WRIGHT FORD YOUNG & CO6 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $13,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,394 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,657 | $79,171+505.9% | $102,423+368.3% | $74,495+543.9% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 15.95% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,212 | $2,362+36.0% | $3,023+6.2% | $2,623+22.4% |
| Participant deferral / active EE | $10,524 | $4,415+138.4% | $5,053+108.3% | $4,346+142.2% |
| Admin fee / account holder | -$20 | $2,001-101.0% | $9,451-100.2% | $1,942-101.0% |