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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,797 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,800 | $31,741+132.5% | $56,411+30.8% | $199,593-63.0% |
| Participation rate | 73.0% | 32.3%+40.7pp | 52.5%+20.5pp | 72.0%+1.0pp |
| Annual return | 15.38% | 14.72%+0.7pp | 1701.33%-1686.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,958 | $508+285.7% | $1,039+88.5% | $3,034-35.5% |
| Participant deferral / active EE | $3,714 | $1,184+213.7% | $1,952+90.3% | $5,087-27.0% |
| Admin fee / account holder | $31 | $426-92.6% | $2,829-98.9% | $269-88.3% |