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 |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $4,400 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $218 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,689 | $81,248-38.8% | $155,509-68.0% | $80,856-38.5% |
| Participation rate | 74.7% | 66.2%+8.5pp | 78.2%-3.5pp | 67.6%+7.0pp |
| Annual return | 14.60% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,522 | $3,100-50.9% | $4,672-67.4% | $2,755-44.8% |
| Participant deferral / active EE | $3,357 | $3,452-2.7% | $5,626-40.3% | $4,296-21.9% |
| Admin fee / account holder | $33 | $7,997-99.6% | $15,912-99.8% | $6,918-99.5% |