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) | $13,622 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,331 | $79,171+93.7% | $102,423+49.7% | $74,495+105.8% |
| Participation rate | 95.5% | 74.8%+20.7pp | 76.5%+19.0pp | 67.2%+28.3pp |
| Annual return | 17.31% | 54.93%-37.6pp | 29.32%-12.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $4,219 | $2,362+78.6% | $3,023+39.6% | $2,623+60.9% |
| Participant deferral / active EE | $8,497 | $4,415+92.4% | $5,053+68.2% | $4,346+95.5% |
| Admin fee / account holder | $43 | $2,001-97.8% | $9,451-99.5% | $1,942-97.8% |