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 |
|---|---|---|
PRECEPT ADVISORY GROUP2 years Filed as: PRECEPT ADVISORY GROUP LLC Service code 16 · EIN 31-1746517 | Consulting | $28,125 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,762 |
RUSSON + JOHNSTON CPAS1 year Filed as: RUSSON + JOHNSTON LLP Service code 10 · EIN 30-0840934 | Accounting | $15,400 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,338 | $108,719+88.9% | $101,326+102.7% | $85,563+140.0% |
| Participation rate | 71.2% | 80.9%-9.7pp | 81.5%-10.3pp | 66.0%+5.2pp |
| Annual return | 17.35% | 20.95%-3.6pp | 36.82%-19.5pp | 31.51%-14.2pp |
| Employer contribution / active EE | $3,946 | $3,114+26.7% | $3,665+7.7% | $2,654+48.7% |
| Participant deferral / active EE | $10,842 | $8,545+26.9% | $7,994+35.6% | $4,375+147.8% |
| Admin fee / account holder | $56 | $685-91.8% | $11,185-99.5% | $834-93.3% |