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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,847 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,500 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 49 · EIN 06-1053228 | Other Services | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,363 |
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 | $574,497 | $82,202+598.9% | $125,339+358.4% | $64,808+786.5% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.6pp |
| Annual return | 4.16% | 3.48%+0.7pp | 572.05%-567.9pp | 32.82%-28.7pp |
| Employer contribution / active EE | $10,570 | $3,615+192.3% | $4,814+119.6% | $2,506+321.8% |
| Participant deferral / active EE | $16,513 | $7,175+130.1% | $7,446+121.8% | $4,310+283.1% |
| Admin fee / account holder | $131 | $163-19.5% | $10,010-98.7% | $188-30.0% |