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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,309 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,657 | $104,919+30.3% | $116,228+17.6% | $85,563+59.7% |
| Participation rate | 92.6% | 78.6%+14.0pp | 74.6%+18.1pp | 66.0%+26.7pp |
| Annual return | 16.24% | 15.38%+0.9pp | 90.06%-73.8pp | 31.51%-15.3pp |
| Employer contribution / active EE | $5,509 | $3,485+58.1% | $2,994+84.0% | $2,654+107.6% |
| Participant deferral / active EE | $9,383 | $5,306+76.8% | $4,953+89.4% | $4,375+114.5% |
| Admin fee / account holder | $187 | $429-56.3% | $11,989-98.4% | $834-77.6% |