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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,982 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,424 | $88,890-9.5% | $102,423-21.5% | $77,643+3.6% |
| Participation rate | 86.4% | 80.9%+5.5pp | 76.5%+9.9pp | 70.6%+15.8pp |
| Annual return | 13.33% | 24.98%-11.7pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,729 | $2,698+1.1% | $3,023-9.8% | $2,726+0.1% |
| Participant deferral / active EE | $5,845 | $5,145+13.6% | $5,053+15.7% | $4,647+25.8% |
| Admin fee / account holder | $66 | $235-71.8% | $9,451-99.3% | $430-84.6% |