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) | $89,084 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$53,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,294 | $139,767+58.3% | $153,485+44.2% | $199,593+10.9% |
| Participation rate | 98.9% | 85.1%+13.8pp | 77.1%+21.8pp | 72.0%+26.9pp |
| Annual return | 16.21% | 20.59%-4.4pp | 15.65%+0.6pp | 34.25%-18.0pp |
| Employer contribution / active EE | $12,809 | $6,517+96.5% | $5,039+154.2% | $3,034+322.1% |
| Participant deferral / active EE | $14,600 | $8,055+81.3% | $6,757+116.1% | $5,087+187.0% |
| Admin fee / account holder | $9 | $98-91.3% | $12,724-99.9% | $269-96.8% |