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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,118 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,508 | $160,882+9.1% | $200,582-12.5% | $102,872+70.6% |
| Participation rate | 96.1% | 91.2%+4.9pp | 86.9%+9.2pp | 73.0%+23.0pp |
| Annual return | 21.01% | 18.15%+2.9pp | 42.33%-21.3pp | 19.06%+2.0pp |
| Employer contribution / active EE | $5,833 | $5,602+4.1% | $6,419-9.1% | $3,526+65.4% |
| Participant deferral / active EE | $9,751 | $9,300+4.8% | $9,331+4.5% | $5,535+76.2% |
| Admin fee / account holder | $86 | $125-30.7% | $16,305-99.5% | $292-70.4% |