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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,267 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,705 | $79,171+48.7% | $102,423+14.9% | $74,495+58.0% |
| Participation rate | 89.3% | 74.8%+14.5pp | 76.5%+12.8pp | 67.2%+22.1pp |
| Annual return | 13.83% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $5,232 | $2,362+121.5% | $3,023+73.1% | $2,623+99.5% |
| Participant deferral / active EE | $7,194 | $4,415+62.9% | $5,053+42.4% | $4,346+65.5% |
| Admin fee / account holder | $22 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |