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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,487 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,096 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$12,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,806 | $62,624+3.5% | $177,989-63.6% | $77,643-16.5% |
| Participation rate | 90.4% | 66.8%+23.6pp | 77.1%+13.3pp | 70.6%+19.8pp |
| Annual return | 14.18% | 16.16%-2.0pp | 294.48%-280.3pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,124 | $1,909-41.1% | $3,949-71.5% | $2,726-58.8% |
| Participant deferral / active EE | $5,162 | $4,219+22.3% | $6,276-17.7% | $4,647+11.1% |
| Admin fee / account holder | $17 | $386-95.6% | $10,363-99.8% | $430-96.0% |