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) | $178,749 |
VERRILL DANA LLP1 year Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $94,606 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $88,813 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $72,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,490 | $123,077+56.4% | $116,228+65.6% | $102,872+87.1% |
| Participation rate | 88.1% | 87.0%+1.1pp | 74.6%+13.5pp | 73.0%+15.0pp |
| Annual return | 18.77% | 15.84%+2.9pp | 90.06%-71.3pp | 19.06%-0.3pp |
| Employer contribution / active EE | $6,253 | $4,380+42.8% | $2,994+108.8% | $3,526+77.3% |
| Participant deferral / active EE | $8,414 | $6,746+24.7% | $4,953+69.9% | $5,535+52.0% |
| Admin fee / account holder | $134 | $115+16.0% | $11,989-98.9% | $292-54.2% |