Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $11,866 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,202 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,595 | $45,343+143.9% | $150,298-26.4% | $67,986+62.7% |
| Participation rate | 95.6% | 51.9%+43.7pp | 77.8%+17.8pp | 57.2%+38.3pp |
| Annual return | 19.02% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.6pp |
| Employer contribution / active EE | $3,051 | $1,462+108.7% | $4,154-26.6% | $2,019+51.1% |
| Participant deferral / active EE | $5,737 | $2,055+179.2% | $5,453+5.2% | $3,358+70.8% |
| Admin fee / account holder | -$6 | $2,250-100.3% | $14,116-100.0% | $3,203-100.2% |