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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,895 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,732 | $138,385-25.0% | $184,200-43.7% | $80,874+28.3% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 13.59% | 20.02%-6.4pp | 28.80%-15.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,677 | $4,849-65.4% | $6,424-73.9% | $2,756-39.1% |
| Participant deferral / active EE | $8,620 | $7,073+21.9% | $9,132-5.6% | $4,297+100.6% |
| Admin fee / account holder | $46 | $10,483-99.6% | $13,907-99.7% | $6,935-99.3% |