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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,389 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$24,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,709 | $72,607+170.9% | $90,749+116.8% | $66,914+194.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -17.85% | -12.28%-5.6pp | -12.16%-5.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,251 | $2,369+121.7% | $2,921+79.8% | $2,544+106.4% |
| Participant deferral / active EE | $11,526 | $3,977+189.8% | $4,564+152.5% | $4,237+172.0% |
| Admin fee / account holder | $75 | $707-89.5% | $8,445-99.1% | $593-87.4% |