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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,189 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$134,648 |
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 | $290,688 | $119,446+143.4% | $150,045+93.7% | $85,563+239.7% |
| Participation rate | 96.2% | 75.4%+20.8pp | 82.3%+13.9pp | 66.0%+30.3pp |
| Annual return | 19.14% | 23.72%-4.6pp | 62.55%-43.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $9,934 | $4,078+143.6% | $4,693+111.7% | $2,654+274.3% |
| Participant deferral / active EE | $12,109 | $7,985+51.7% | $7,997+51.4% | $4,375+176.8% |
| Admin fee / account holder | $132 | $548-75.8% | $13,435-99.0% | $834-84.1% |