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) | $20,592 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,777 | $106,028+23.3% | $146,958-11.0% | $77,643+68.4% |
| Participation rate | 95.3% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 23.20% | 56.73%-33.5pp | 418.34%-395.1pp | 31.24%-8.0pp |
| Employer contribution / active EE | $6,880 | $4,063+69.3% | $4,933+39.5% | $2,726+152.4% |
| Participant deferral / active EE | $20,454 | $7,990+156.0% | $8,070+153.5% | $4,647+340.1% |
| Admin fee / account holder | $63 | $337-81.4% | $12,998-99.5% | $430-85.4% |