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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,997 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,188 | $79,013+140.7% | $100,391+89.4% | $74,495+155.3% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 19.03% | 20.41%-1.4pp | 49.20%-30.2pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $4,437 | $3,021+46.9% | $3,942+12.6% | $2,623+69.2% |
| Participant deferral / active EE | $18,191 | $7,760+134.4% | $8,082+125.1% | $4,346+318.6% |
| Admin fee / account holder | $20 | $1,320-98.5% | $7,899-99.7% | $1,942-99.0% |