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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $167,568 |
CLEARSTEAD ADVISORS, LLC6 years Filed as: CLEARSTEAD ADVISORS LLC Service code 16 · EIN 34-1597728 | Consulting | $122,217 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,900 |
WARREN AVERETT, LLC9+ years Service code 49 · EIN 45-4084437 | Other Services | $30,740 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,880 | $89,588+211.3% | $136,007+105.0% | $77,643+259.2% |
| Participation rate | 96.0% | 74.3%+21.7pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 14.06% | 17.42%-3.4pp | 579.32%-565.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,490 | $3,491+57.3% | $4,217+30.2% | $2,726+101.4% |
| Participant deferral / active EE | $13,664 | $5,591+144.4% | $7,025+94.5% | $4,647+194.0% |
| Admin fee / account holder | $254 | $539-52.9% | $6,858-96.3% | $430-41.1% |