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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 10 · EIN 87-1353108 | Accounting | $31,920 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,128 |
MMA SECURITIES LLC2 years Filed as: MARSH USA LLC Service code 16 · EIN 36-2668272 | Consulting | $8,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$47,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,843 | $202,156+18.1% | $184,203+29.7% | - |
| Participation rate | 88.0% | 85.7%+2.3pp | 86.8%+1.1pp | - |
| Annual return | 16.72% | 6.91%+9.8pp | 28.81%-12.1pp | - |
| Employer contribution / active EE | $5,107 | $4,387+16.4% | $6,427-20.5% | - |
| Participant deferral / active EE | $12,669 | $6,520+94.3% | $9,131+38.7% | - |
| Admin fee / account holder | $3 | $12,473-100.0% | $13,901-100.0% | - |