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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,550 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,160 |
BONADIO & CO., LLP7 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,600 |
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 | $719,251 | $106,028+578.4% | $146,958+389.4% | $77,643+826.4% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 15.03% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $16,304 | $4,063+301.3% | $4,933+230.5% | $2,726+498.1% |
| Participant deferral / active EE | $15,104 | $7,990+89.0% | $8,070+87.2% | $4,647+225.0% |
| Admin fee / account holder | $188 | $337-44.2% | $12,998-98.6% | $430-56.2% |