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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $67,625 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $39,972 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,718 |
BIGGSKOFFORD2 years Filed as: BIGGSKOFFORD CPAS Service code 10 · EIN 84-0884124 | Accounting | $13,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,649 | $55,331+0.6% | $81,812-32.0% | $199,593-72.1% |
| Participation rate | 81.5% | 62.5%+19.0pp | 72.3%+9.2pp | 72.0%+9.6pp |
| Annual return | 16.35% | 19.59%-3.2pp | 773.79%-757.4pp | 34.25%-17.9pp |
| Employer contribution / active EE | $1,807 | $2,101-14.0% | $2,912-37.9% | $3,034-40.4% |
| Participant deferral / active EE | $2,562 | $3,283-21.9% | $4,319-40.7% | $5,087-49.6% |
| Admin fee / account holder | $67 | $346-80.7% | $7,386-99.1% | $269-75.1% |