Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,458 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,005 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,265 | $106,110+10.5% | $147,005-20.2% | $77,671+51.0% |
| Participation rate | 81.8% | 78.4%+3.4pp | 82.2%-0.4pp | 70.6%+11.2pp |
| Annual return | 21.19% | 56.77%-35.6pp | 418.76%-397.6pp | 31.21%-10.0pp |
| Employer contribution / active EE | $902 | $4,065-77.8% | $4,934-81.7% | $2,726-66.9% |
| Participant deferral / active EE | $8,102 | $7,992+1.4% | $8,070+0.4% | $4,648+74.3% |
| Admin fee / account holder | $4 | $338-98.9% | $13,006-100.0% | $430-99.1% |