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 | $20,273 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,413 |
Employer contribution per participant 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 | $99,108 | $88,087+12.5% | $164,866-39.9% | $74,546+32.9% |
| Participation rate | 87.9% | 73.1%+14.8pp | 78.6%+9.2pp | 67.2%+20.6pp |
| Annual return | 17.17% | 17.27%-0.1pp | 69.97%-52.8pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,503 | $4,499-22.1% | $6,033-41.9% | $4,347-19.4% |
| Admin fee / account holder | $95 | $2,232-95.8% | $12,689-99.3% | $1,944-95.1% |