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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,956 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,997 | $92,055+55.3% | $106,213+34.6% | $77,643+84.2% |
| Participation rate | 90.3% | 81.0%+9.3pp | 75.3%+15.0pp | 70.6%+19.7pp |
| Annual return | 15.78% | 17.91%-2.1pp | 116.14%-100.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,851 | $3,367-15.3% | $3,171-10.1% | $2,726+4.6% |
| Participant deferral / active EE | $9,302 | $5,386+72.7% | $5,016+85.5% | $4,647+100.2% |
| Admin fee / account holder | $63 | $219-71.2% | $11,033-99.4% | $430-85.3% |