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) | $9,748 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,796 | $150,818+39.8% | $136,007+55.0% | - |
| Participation rate | 93.6% | 67.3%+26.2pp | 76.5%+17.1pp | - |
| Annual return | 21.56% | 14.05%+7.5pp | 579.32%-557.8pp | - |
| Employer contribution / active EE | $6,081 | $2,537+139.7% | $4,217+44.2% | - |
| Participant deferral / active EE | $9,682 | $4,233+128.7% | $7,025+37.8% | - |
| Admin fee / account holder | -$128 | $25,214-100.5% | $6,858-101.9% | - |