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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,816 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$41,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,308 | $65,946+35.4% | $81,783+9.2% | $77,671+15.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 18.33% | 26.65%-8.3pp | 775.05%-756.7pp | 31.21%-12.9pp |
| Employer contribution / active EE | $6,809 | $2,371+187.1% | $2,913+133.8% | $2,726+149.7% |
| Participant deferral / active EE | $0 | $3,507-100.0% | $4,320-100.0% | $4,648-100.0% |
| Admin fee / account holder | -$52 | $527-109.8% | $7,380-100.7% | $430-112.0% |