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 | $41,245 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,904 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,347 | $55,416+3.5% | $75,972-24.5% | $77,643-26.1% |
| Participation rate | 92.1% | 63.6%+28.6pp | 69.1%+23.1pp | 70.6%+21.6pp |
| Annual return | 16.85% | 17.07%-0.2pp | 359.55%-342.7pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,104 | $1,788-38.2% | $2,685-58.9% | $2,726-59.5% |
| Participant deferral / active EE | $4,068 | $3,447+18.0% | $4,255-4.4% | $4,647-12.5% |
| Admin fee / account holder | $229 | $414-44.6% | $6,467-96.5% | $430-46.7% |