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) | $48,895 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,632 | $89,465+144.4% | $164,866+32.6% | $77,671+181.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.4pp |
| Annual return | 19.37% | 28.81%-9.4pp | 69.97%-50.6pp | 31.21%-11.8pp |
| Employer contribution / active EE | $837 | $2,568-67.4% | $4,343-80.7% | $2,726-69.3% |
| Participant deferral / active EE | $6,378 | $4,897+30.2% | $6,033+5.7% | $4,648+37.2% |
| Admin fee / account holder | -$104 | $340-130.5% | $12,689-100.8% | $430-124.1% |