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) | $11,866 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,595 | $49,915+121.6% | $154,803-28.6% | $74,304+48.8% |
| Participation rate | 95.6% | 54.0%+41.6pp | 78.1%+17.5pp | 60.3%+35.2pp |
| Annual return | 19.02% | 34.06%-15.0pp | 58.88%-39.9pp | 29.43%-10.4pp |
| Employer contribution / active EE | $3,051 | $1,611+89.4% | $4,305-29.1% | $2,241+36.1% |
| Participant deferral / active EE | $5,737 | $2,255+154.4% | $5,540+3.5% | $3,767+52.3% |
| Admin fee / account holder | -$6 | $2,189-100.3% | $14,329-100.0% | $2,969-100.2% |