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 |
|---|---|---|
ROBERTSON & ROBERTSON, PLLC5 years Service code 16 · EIN 26-1631123 | Consulting | $9,200 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY ASSET MANAGEMENT Service code 16 · EIN 76-0574055 | Consulting | $5,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,303 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,094 | $101,317+41.2% | $146,958-2.6% | $74,495+92.1% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 16.38% | 8730.91%-8714.5pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,157 | $3,810-17.1% | $4,933-36.0% | $2,623+20.4% |
| Participant deferral / active EE | $11,277 | $7,303+54.4% | $8,070+39.7% | $4,346+159.5% |
| Admin fee / account holder | $69 | $1,739-96.0% | $12,998-99.5% | $1,942-96.5% |