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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,703 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,195 |
MARTIN FLEISHER, JD1 year Filed as: MARTIN FLEISHER Service code 29 · EIN 20-0357886 | Legal | $4,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $629,901 | $119,446+427.4% | $150,045+319.8% | $85,563+636.2% |
| Participation rate | 95.6% | 75.4%+20.2pp | 82.3%+13.3pp | 66.0%+29.6pp |
| Annual return | 6.66% | 23.72%-17.1pp | 62.55%-55.9pp | 31.51%-24.9pp |
| Employer contribution / active EE | $11,037 | $4,078+170.6% | $4,693+135.2% | $2,654+315.9% |
| Participant deferral / active EE | $19,890 | $7,985+149.1% | $7,997+148.7% | $4,375+354.6% |
| Admin fee / account holder | $81 | $548-85.3% | $13,435-99.4% | $834-90.3% |