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) | $29,178 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $168 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,673 | $88,083+309.5% | $164,813+118.8% | $74,495+384.2% |
| Participation rate | 97.8% | 73.0%+24.8pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 14.08% | 17.26%-3.2pp | 69.93%-55.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $13,439 | $2,593+418.3% | $4,341+209.6% | $2,623+412.4% |
| Participant deferral / active EE | $10,626 | $4,498+136.3% | $6,031+76.2% | $4,346+144.5% |
| Admin fee / account holder | $109 | $2,234-95.1% | $12,690-99.1% | $1,942-94.4% |