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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,118 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,267 | $110,282-40.8% | $102,438-36.3% | $199,768-67.3% |
| Participation rate | 89.2% | 86.3%+3.0pp | 76.5%+12.7pp | 72.0%+17.2pp |
| Annual return | 18.91% | 35.75%-16.8pp | 29.37%-10.5pp | 34.26%-15.4pp |
| Employer contribution / active EE | $1,690 | $3,603-53.1% | $3,024-44.1% | $3,037-44.3% |
| Participant deferral / active EE | $3,167 | $6,376-50.3% | $5,054-37.3% | $5,090-37.8% |
| Admin fee / account holder | $36 | $122-70.3% | $9,448-99.6% | $269-86.5% |