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 ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,214 |
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
MERRIL LYNCH1 year Filed as: MERRIL LYNCH, PIERCE, Service code 15 · EIN 13-5674084 | Recordkeeping | $0 |
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 | $320,783 | $88,515+262.4% | $162,163+97.8% | $67,579+374.7% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 24.00% | 27.04%-3.0pp | 115.59%-91.6pp | 378.56%-354.6pp |
| Employer contribution / active EE | $18,830 | $3,563+428.5% | $5,614+235.4% | $2,148+776.7% |
| Participant deferral / active EE | $12,507 | $5,724+118.5% | $7,298+71.4% | $3,539+253.4% |
| Admin fee / account holder | $16 | $124-86.9% | $10,843-99.9% | $142-88.6% |