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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,261 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,892 | $76,050+90.5% | $96,544+50.1% | $71,457+102.8% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.1pp | 67.9%+28.1pp |
| Annual return | 19.43% | 22.81%-3.4pp | 25.84%-6.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,014 | $2,244-10.3% | $2,965-32.1% | $2,588-22.2% |
| Participant deferral / active EE | $6,522 | $4,215+54.7% | $4,851+34.4% | $4,289+52.1% |
| Admin fee / account holder | $32 | $2,707-98.8% | $8,252-99.6% | $1,587-98.0% |