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) | $10,242 |
ANDREWS HOOPER PAVLIK PLC5 years Service code 10 · EIN 38-3133790 | Accounting | $9,700 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,630 | $88,083+176.6% | $164,813+47.8% | $74,495+227.0% |
| Participation rate | 95.8% | 73.0%+22.8pp | 78.6%+17.2pp | 67.2%+28.6pp |
| Annual return | 23.13% | 17.26%+5.9pp | 69.93%-46.8pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $2,723 | $2,593+5.0% | $4,341-37.3% | $2,623+3.8% |
| Participant deferral / active EE | $8,428 | $4,498+87.4% | $6,031+39.7% | $4,346+93.9% |
| Admin fee / account holder | $127 | $2,234-94.3% | $12,690-99.0% | $1,942-93.5% |