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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,868 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,509 | $116,081-43.6% | $156,181-58.1% | $79,634-17.7% |
| Participation rate | 91.5% | 75.6%+15.9pp | 78.8%+12.6pp | 62.5%+29.0pp |
| Annual return | 15.87% | 15.89%0pp | 64.87%-49.0pp | 36.46%-20.6pp |
| Employer contribution / active EE | $876 | $2,828-69.0% | $4,294-79.6% | $2,529-65.4% |
| Participant deferral / active EE | $4,846 | $4,584+5.7% | $6,132-21.0% | $3,835+26.4% |
| Admin fee / account holder | $54 | $854-93.7% | $14,586-99.6% | $1,002-94.7% |