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 |
|---|---|---|
THOMAS, WILSON, RAGU9 years Service code 10 · EIN 72-1086666 | Accounting | $12,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,204 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,464 | $55,415+245.5% | $155,509+23.1% | $74,495+157.0% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 18.92% | 268.50%-249.6pp | 64.67%-45.8pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,519 | $2,267+11.1% | $4,672-46.1% | $2,623-4.0% |
| Participant deferral / active EE | $4,944 | $2,836+74.3% | $5,626-12.1% | $4,346+13.8% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |