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 | $110,483+163.1% | $145,433+99.9% | $79,634+265.0% |
| Participation rate | 96.2% | 71.1%+25.1pp | 82.1%+14.1pp | 62.5%+33.8pp |
| Annual return | 19.14% | 24.62%-5.5pp | 66.58%-47.4pp | 36.46%-17.3pp |
| Employer contribution / active EE | $9,934 | $4,053+145.1% | $4,554+118.1% | $2,529+292.8% |
| Participant deferral / active EE | $12,109 | $7,216+67.8% | $7,897+53.3% | $3,835+215.8% |
| Admin fee / account holder | $132 | $680-80.5% | $13,129-99.0% | $1,002-86.8% |