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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $105,279 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $98,071 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $80,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,241 | $145,877-8.7% | $150,045-11.2% | $102,872+29.5% |
| Participation rate | 97.8% | 79.8%+17.9pp | 82.3%+15.5pp | 73.0%+24.8pp |
| Annual return | 21.17% | 21.37%-0.2pp | 62.55%-41.4pp | 19.06%+2.1pp |
| Employer contribution / active EE | $4,039 | $4,710-14.2% | $4,693-13.9% | $3,526+14.5% |
| Participant deferral / active EE | $15,087 | $9,491+59.0% | $7,997+88.7% | $5,535+172.6% |
| Admin fee / account holder | $135 | $176-23.5% | $13,435-99.0% | $292-53.9% |