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 | $41,867 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,005 | $29,548+174.1% | $56,411+43.6% | $77,643+4.3% |
| Participation rate | 81.9% | 32.7%+49.2pp | 52.5%+29.4pp | 70.6%+11.3pp |
| Annual return | 15.27% | 19.01%-3.7pp | 1701.33%-1686.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,970 | $568+423.3% | $1,039+186.0% | $2,726+9.0% |
| Participant deferral / active EE | $5,395 | $1,061+408.5% | $1,952+176.4% | $4,647+16.1% |
| Admin fee / account holder | $61 | $1,046-94.2% | $2,829-97.8% | $430-85.8% |