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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,511 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,694 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $722,970 | $104,317+593.0% | $159,436+353.5% | $86,799+732.9% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.2pp |
| Annual return | 13.07% | 26.32%-13.3pp | 263.57%-250.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $14,445 | $3,451+318.6% | $4,829+199.1% | $2,405+500.5% |
| Participant deferral / active EE | $13,062 | $6,837+91.0% | $7,352+77.7% | $4,131+216.2% |
| Admin fee / account holder | $182 | $172+5.5% | $10,799-98.3% | $170+7.2% |