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) | $24,353 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,252 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,069 | $95,880+194.2% | $107,525+162.3% | $85,563+229.7% |
| Participation rate | 91.5% | 70.1%+21.3pp | 75.1%+16.4pp | 66.0%+25.5pp |
| Annual return | 19.45% | 68.06%-48.6pp | 181.32%-161.9pp | 31.51%-12.1pp |
| Employer contribution / active EE | $2,676 | $3,812-29.8% | $3,754-28.7% | $2,654+0.8% |
| Participant deferral / active EE | $11,535 | $4,201+174.6% | $5,116+125.5% | $4,375+163.6% |
| Admin fee / account holder | $61 | $1,025-94.0% | $8,919-99.3% | $834-92.6% |