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 |
|---|---|---|
FCC1 year Service code 99 · EIN 84-4765903 | Other Fees | $37,149 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,043 | $59,584+217.3% | $86,874+117.6% | $79,386+138.1% |
| Participation rate | 74.0% | 67.7%+6.3pp | 71.6%+2.3pp | 70.7%+3.3pp |
| Annual return | 11.71% | 23.15%-11.4pp | 63.52%-51.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $826 | $1,768-53.3% | $2,495-66.9% | $2,427-66.0% |
| Participant deferral / active EE | $7,106 | $3,036+134.0% | $3,699+92.1% | $4,046+75.6% |
| Admin fee / account holder | $197 | $604-67.4% | $5,828-96.6% | $626-68.6% |