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) | $26,044 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,619 | $92,055+161.4% | $106,213+126.5% | $77,643+209.9% |
| Participation rate | 92.2% | 81.0%+11.1pp | 75.3%+16.9pp | 70.6%+21.6pp |
| Annual return | 18.72% | 17.91%+0.8pp | 116.14%-97.4pp | 31.24%-12.5pp |
| Employer contribution / active EE | $4,545 | $3,367+35.0% | $3,171+43.3% | $2,726+66.7% |
| Participant deferral / active EE | $7,362 | $5,386+36.7% | $5,016+46.8% | $4,647+58.4% |
| Admin fee / account holder | $124 | $219-43.2% | $11,033-98.9% | $430-71.1% |