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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,731 |
Service code 16 · EIN 04-2530412 | Consulting | $8,450 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $7,000 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $6,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,683 | $50,815+145.4% | $155,509-19.8% | $77,643+60.6% |
| Participation rate | 98.1% | 63.1%+35.0pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 13.43% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $5,015 | $1,993+151.7% | $4,672+7.3% | $2,726+84.0% |
| Participant deferral / active EE | $7,668 | $2,822+171.7% | $5,626+36.3% | $4,647+65.0% |
| Admin fee / account holder | $90 | $437-79.5% | $15,912-99.4% | $430-79.2% |