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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $39,879 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,714 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,600 | $106,028+220.3% | $146,958+131.1% | $77,643+337.4% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.2pp | 70.6%+28.7pp |
| Annual return | 18.95% | 56.73%-37.8pp | 418.34%-399.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $2,767 | $4,063-31.9% | $4,933-43.9% | $2,726+1.5% |
| Participant deferral / active EE | $16,774 | $7,990+109.9% | $8,070+107.9% | $4,647+260.9% |
| Admin fee / account holder | $210 | $337-37.7% | $12,998-98.4% | $430-51.2% |