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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,570 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,078 | $129,021-10.8% | $184,203-37.5% | $77,643+48.2% |
| Participation rate | 98.2% | 87.3%+10.8pp | 86.8%+11.3pp | 70.6%+27.6pp |
| Annual return | 15.07% | 33.27%-18.2pp | 28.81%-13.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $5,362 | $4,413+21.5% | $6,427-16.6% | $2,726+96.7% |
| Participant deferral / active EE | $6,703 | $7,297-8.1% | $9,131-26.6% | $4,647+44.2% |
| Admin fee / account holder | $16 | $254-93.7% | $13,901-99.9% | $430-96.3% |