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) | $143,789 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,235 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,401 | $89,588+90.2% | $136,007+25.3% | $77,643+119.5% |
| Participation rate | 88.2% | 74.3%+13.9pp | 76.5%+11.8pp | 70.6%+17.7pp |
| Annual return | 14.51% | 17.42%-2.9pp | 579.32%-564.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,233 | $3,491+49.9% | $4,217+24.1% | $2,726+92.0% |
| Participant deferral / active EE | $14,303 | $5,591+155.8% | $7,025+103.6% | $4,647+207.8% |
| Admin fee / account holder | $155 | $539-71.2% | $6,858-97.7% | $430-63.9% |