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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,787 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,567 | $88,890+99.8% | $102,423+73.4% | $77,643+128.7% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 17.95% | 24.98%-7.0pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $10,926 | $2,698+305.0% | $3,023+261.4% | $2,726+300.8% |
| Participant deferral / active EE | $18,918 | $5,145+267.7% | $5,053+274.4% | $4,647+307.1% |
| Admin fee / account holder | $65 | $235-72.2% | $9,451-99.3% | $430-84.8% |