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 |
|---|---|---|
ABIP, P.C.3 years Service code 10 · EIN 76-0689865 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,473 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,406 | $109,881+83.3% | $150,045+34.2% | $84,808+137.5% |
| Participation rate | 85.9% | 76.1%+9.8pp | 82.3%+3.6pp | 68.3%+17.6pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,910 | $3,561+9.8% | $4,693-16.7% | $2,631+48.6% |
| Participant deferral / active EE | $11,356 | $6,636+71.1% | $7,997+42.0% | $4,212+169.6% |
| Admin fee / account holder | $124 | $8,568-98.6% | $13,435-99.1% | $7,344-98.3% |