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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,537 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,384 | $96,018-34.0% | $65,493-3.2% | $85,563-25.9% |
| Participation rate | 91.0% | 74.8%+16.2pp | 73.1%+17.9pp | 66.0%+25.0pp |
| Annual return | 13.15% | 14.51%-1.4pp | 982.45%-969.3pp | 31.51%-18.4pp |
| Employer contribution / active EE | $5,702 | $3,235+76.3% | $2,574+121.5% | $2,654+114.9% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $10 | $271-96.4% | $5,028-99.8% | $834-98.8% |