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 9-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 |
|---|---|---|
FID INV INST OPS CO7+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $987,150 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,456 | $83,057-56.1% | $143,757-74.6% | $89,394-59.2% |
| Participation rate | 83.7% | 74.0%+9.7pp | 80.3%+3.4pp | 71.3%+12.4pp |
| Annual return | -15.41% | -13.97%-1.4pp | -0.04%-15.4pp | -11.89%-3.5pp |
| Employer contribution / active EE | $1,744 | $2,095-16.7% | $4,951-64.8% | $3,022-42.3% |
| Participant deferral / active EE | $3,523 | $4,281-17.7% | $5,637-37.5% | $5,123-31.2% |
| Admin fee / account holder | $56 | $83-32.7% | $14,673-99.6% | $79-29.7% |