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) | $9,345 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,282 | $66,457+26.8% | $81,382+3.6% | $77,643+8.6% |
| Participation rate | 89.6% | 68.7%+20.9pp | 69.5%+20.1pp | 70.6%+19.1pp |
| Annual return | 21.21% | 15.93%+5.3pp | 24.73%-3.5pp | 31.24%-10.0pp |
| Employer contribution / active EE | $5,163 | $2,159+139.1% | $2,463+109.6% | $2,726+89.4% |
| Participant deferral / active EE | $5,514 | $3,679+49.9% | $3,883+42.0% | $4,647+18.7% |
| Admin fee / account holder | -$2 | $583-100.4% | $5,768-100.0% | $430-100.6% |