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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,477 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$90,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,568 | $2,679,533-93.3% | $164,813+8.3% | $199,593-10.5% |
| Participation rate | 90.2% | 78.3%+11.9pp | 78.6%+11.6pp | 72.0%+18.2pp |
| Annual return | 21.65% | 17.93%+3.7pp | 69.93%-48.3pp | 34.25%-12.6pp |
| Employer contribution / active EE | $8,946 | $2,970+201.2% | $4,341+106.1% | $3,034+194.8% |
| Participant deferral / active EE | $10,351 | $5,010+106.6% | $6,031+71.6% | $5,087+103.5% |
| Admin fee / account holder | -$38 | $1,982-101.9% | $12,690-100.3% | $269-114.2% |