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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,775 |
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $30,901 |
FOLEY & LARDNER LLP3 years Service code 16 · EIN 39-0473800 | Consulting | $12,436 |
AON CONSULTING2 years Service code 16 · EIN 22-2232264 | Consulting | $10,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,818 | $99,078+34.1% | $96,544+37.6% | $74,419+78.5% |
| Participation rate | 85.2% | 80.7%+4.5pp | 76.0%+9.2pp | 70.7%+14.4pp |
| Annual return | 15.01% | 22.48%-7.5pp | 25.84%-10.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $5,757 | $2,570+124.0% | $2,965+94.2% | $2,637+118.3% |
| Participant deferral / active EE | $9,439 | $4,933+91.3% | $4,851+94.6% | $4,528+108.5% |
| Admin fee / account holder | $96 | $225-57.4% | $8,252-98.8% | $348-72.5% |