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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,054 |
PKF O'CONNOR DAVIES, LLP10+ years Filed as: PKF,P.C Service code 10 · EIN 04-3138777 | Accounting | $13,212 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,840 | $62,624+69.0% | $177,989-40.5% | $77,643+36.3% |
| Participation rate | 88.0% | 66.8%+21.2pp | 77.1%+11.0pp | 70.6%+17.5pp |
| Annual return | 21.61% | 16.16%+5.4pp | 294.48%-272.9pp | 31.24%-9.6pp |
| Employer contribution / active EE | $2,769 | $1,909+45.0% | $3,949-29.9% | $2,726+1.6% |
| Participant deferral / active EE | $5,814 | $4,219+37.8% | $6,276-7.4% | $4,647+25.1% |
| Admin fee / account holder | $66 | $386-82.9% | $10,363-99.4% | $430-84.7% |