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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,536 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,227 |
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 | $366,319 | $122,239+199.7% | $184,203+98.9% | $74,495+391.7% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.3pp | 67.2%+29.0pp |
| Annual return | 21.77% | 19.95%+1.8pp | 28.81%-7.0pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $5,769 | $4,537+27.1% | $6,427-10.2% | $2,623+119.9% |
| Participant deferral / active EE | $17,147 | $7,139+140.2% | $9,131+87.8% | $4,346+294.6% |
| Admin fee / account holder | $185 | $1,260-85.3% | $13,901-98.7% | $1,942-90.5% |