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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,974 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,357 |
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 | $266,747 | $104,919+154.2% | $116,228+129.5% | $85,563+211.8% |
| Participation rate | 90.8% | 78.6%+12.2pp | 74.6%+16.2pp | 66.0%+24.8pp |
| Annual return | 16.26% | 15.38%+0.9pp | 90.06%-73.8pp | 31.51%-15.3pp |
| Employer contribution / active EE | $4,678 | $3,485+34.2% | $2,994+56.2% | $2,654+76.3% |
| Participant deferral / active EE | $7,618 | $5,306+43.6% | $4,953+53.8% | $4,375+74.1% |
| Admin fee / account holder | $111 | $429-74.1% | $11,989-99.1% | $834-86.7% |