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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,410 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,918 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,637 | $101,317+180.0% | $146,958+93.0% | $74,495+280.7% |
| Participation rate | 77.9% | 75.5%+2.3pp | 82.2%-4.3pp | 67.2%+10.7pp |
| Annual return | 19.38% | 8730.91%-8711.5pp | 418.34%-399.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $4,953 | $3,810+30.0% | $4,933+0.4% | $2,623+88.8% |
| Participant deferral / active EE | $10,225 | $7,303+40.0% | $8,070+26.7% | $4,346+135.3% |
| Admin fee / account holder | -$410 | $1,739-123.6% | $12,998-103.2% | $1,942-121.1% |