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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $245,086 |
ALAN BILLER & ASSOCIATES10+ years Service code 16 · EIN 94-2854958 | Consulting | $12,563 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,390 | $94,876+247.2% | $82,389+299.8% | $102,872+220.2% |
| Participation rate | 95.3% | 70.6%+24.8pp | 69.5%+25.8pp | 73.0%+22.3pp |
| Annual return | 17.14% | 17.83%-0.7pp | 28.67%-11.5pp | 19.06%-1.9pp |
| Employer contribution / active EE | $14,190 | $3,789+274.5% | $2,517+463.8% | $3,526+302.4% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $137 | $214-36.1% | $7,231-98.1% | $292-53.2% |