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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,280 |
BAERG & ASSOCIATES, LLP4 years Service code 10 · EIN 81-4772345 | Accounting | $9,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,688 | $119,446+19.5% | $150,045-4.9% | $85,563+66.8% |
| Participation rate | 99.7% | 75.4%+24.3pp | 82.3%+17.4pp | 66.0%+33.7pp |
| Annual return | 17.01% | 23.72%-6.7pp | 62.55%-45.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $4,309 | $4,078+5.7% | $4,693-8.2% | $2,654+62.4% |
| Participant deferral / active EE | $9,080 | $7,985+13.7% | $7,997+13.5% | $4,375+107.5% |
| Admin fee / account holder | $60 | $548-89.1% | $13,435-99.6% | $834-92.8% |