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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,498 |
Filed as: ALLIANT RETIRMENT SERVICES LLC Service code 16 PO BOX 8344 · PASADENA, CA 91109 | Consulting | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,761 | $101,317+75.5% | $146,958+21.0% | $74,495+138.6% |
| Participation rate | 89.7% | 75.5%+14.2pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 14.90% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,282 | $3,810+38.6% | $4,933+7.1% | $2,623+101.4% |
| Participant deferral / active EE | $10,503 | $7,303+43.8% | $8,070+30.2% | $4,346+141.7% |
| Admin fee / account holder | -$38 | $1,739-102.2% | $12,998-100.3% | $1,942-102.0% |