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) | $432,416 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $377,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,056 | $74,933+104.3% | $154,803-1.1% | $117,739+30.0% |
| Participation rate | 98.2% | 64.5%+33.7pp | 78.1%+20.2pp | 76.6%+21.6pp |
| Annual return | 18.21% | 17.34%+0.9pp | 58.88%-40.7pp | 17.29%+0.9pp |
| Employer contribution / active EE | $5,625 | $2,316+142.9% | $4,305+30.7% | $3,746+50.2% |
| Participant deferral / active EE | $9,754 | $3,942+147.4% | $5,540+76.1% | $6,128+59.2% |
| Admin fee / account holder | $105 | $129-18.7% | $14,329-99.3% | $112-6.1% |