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 9-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) | $119,104 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $23,000 |
FID INV INST OPS CO2+ years Filed as: FID INVSTMNTS OPRNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$92,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,138 | $88,874+64.4% | $123,544+18.3% | $75,289+94.1% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.3%+11.9pp | 72.4%+21.8pp |
| Annual return | -3.93% | 4.22%-8.2pp | 119.20%-123.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $2,635 | $3,256-19.1% | $4,628-43.1% | $2,405+9.6% |
| Participant deferral / active EE | $9,476 | $6,174+53.5% | $6,426+47.5% | $3,739+153.5% |
| Admin fee / account holder | $17 | $95-82.4% | $9,284-99.8% | $102-83.7% |