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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,974 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $21,350 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,526 |
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 | $402,002 | $96,484+316.7% | $156,263+157.3% | $74,304+441.0% |
| Participation rate | 90.7% | 67.7%+23.0pp | 78.9%+11.8pp | 60.3%+30.3pp |
| Annual return | 16.17% | 17.73%-1.6pp | 59.47%-43.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $11,616 | $2,528+359.4% | $4,333+168.1% | $2,241+418.3% |
| Participant deferral / active EE | $9,600 | $4,286+124.0% | $6,158+55.9% | $3,767+154.8% |
| Admin fee / account holder | $231 | $3,728-93.8% | $14,255-98.4% | $2,969-92.2% |