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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,223 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,069 | $88,890+9.2% | $102,423-5.2% | $77,643+25.0% |
| Participation rate | 89.1% | 80.9%+8.1pp | 76.5%+12.6pp | 70.6%+18.5pp |
| Annual return | 19.03% | 24.98%-6.0pp | 29.32%-10.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $3,540 | $2,698+31.2% | $3,023+17.1% | $2,726+29.9% |
| Participant deferral / active EE | $5,266 | $5,145+2.3% | $5,053+4.2% | $4,647+13.3% |
| Admin fee / account holder | $46 | $235-80.5% | $9,451-99.5% | $430-89.3% |