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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,345 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,312 | $88,890+28.6% | $102,423+11.6% | $77,643+47.2% |
| Participation rate | 98.2% | 80.9%+17.2pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 13.45% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,074 | $2,698+51.0% | $3,023+34.8% | $2,726+49.5% |
| Participant deferral / active EE | $6,766 | $5,145+31.5% | $5,053+33.9% | $4,647+45.6% |
| Admin fee / account holder | -$24 | $235-110.2% | $9,451-100.3% | $430-105.6% |