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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,737 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,565 |
BONADIO & CO., LLP6 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,600 |
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 | $659,599 | $95,274+592.3% | $135,903+385.3% | $74,419+786.3% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.7pp |
| Annual return | 18.03% | 32.77%-14.7pp | 68.23%-50.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $15,960 | $3,874+311.9% | $4,856+228.7% | $2,637+505.1% |
| Participant deferral / active EE | $15,672 | $7,782+101.4% | $7,758+102.0% | $4,528+246.1% |
| Admin fee / account holder | $174 | $266-34.8% | $10,762-98.4% | $348-50.1% |