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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,357 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $65,920 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,254 |
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 | $254,777 | $131,153+94.3% | $101,326+151.4% | $102,872+147.7% |
| Participation rate | 98.5% | 80.8%+17.8pp | 81.5%+17.0pp | 73.0%+25.5pp |
| Annual return | 18.94% | 23.05%-4.1pp | 36.82%-17.9pp | 19.06%-0.1pp |
| Employer contribution / active EE | $6,166 | $3,900+58.1% | $3,665+68.2% | $3,526+74.9% |
| Participant deferral / active EE | $15,697 | $10,801+45.3% | $7,994+96.4% | $5,535+183.6% |
| Admin fee / account holder | $45 | $140-67.8% | $11,185-99.6% | $292-84.6% |