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 | $108,549-39.6% | $156,263-58.1% | $85,563-23.4% |
| Participation rate | 91.5% | 77.1%+14.4pp | 78.9%+12.6pp | 66.0%+25.5pp |
| Annual return | 15.87% | 21.79%-5.9pp | 59.47%-43.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $876 | $2,690-67.4% | $4,333-79.8% | $2,654-67.0% |
| Participant deferral / active EE | $4,846 | $4,800+0.9% | $6,158-21.3% | $4,375+10.8% |
| Admin fee / account holder | $54 | $650-91.8% | $14,255-99.6% | $834-93.6% |