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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,812 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $38,940 |
WIPFLI LLP6 years Service code 16 · EIN 39-0758449 | Consulting | $23,956 |
FOLEY & LARDNER LLP5 years Service code 16 · EIN 39-0473800 | Consulting | $8,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,140 | $98,727+69.3% | $113,168+47.7% | $85,563+95.3% |
| Participation rate | 86.2% | 80.8%+5.3pp | 76.6%+9.6pp | 66.0%+20.2pp |
| Annual return | 18.32% | 17.43%+0.9pp | 24.27%-5.9pp | 31.51%-13.2pp |
| Employer contribution / active EE | $5,179 | $2,907+78.2% | $2,975+74.1% | $2,654+95.2% |
| Participant deferral / active EE | $9,909 | $5,424+82.7% | $5,107+94.0% | $4,375+126.5% |
| Admin fee / account holder | $114 | $357-68.2% | $12,068-99.1% | $834-86.4% |