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) | $30,379 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,216 | $88,982+71.1% | $102,438+48.6% | $77,671+96.0% |
| Participation rate | 98.7% | 80.9%+17.7pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 17.73% | 25.01%-7.3pp | 29.37%-11.6pp | 31.21%-13.5pp |
| Employer contribution / active EE | $4,379 | $2,698+62.3% | $3,024+44.8% | $2,726+60.6% |
| Participant deferral / active EE | $10,487 | $5,144+103.9% | $5,054+107.5% | $4,648+125.6% |
| Admin fee / account holder | -$65 | $236-127.4% | $9,448-100.7% | $430-115.0% |