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, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,566 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-2647786 | Plan Administrator | -$24,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,657 | $71,516+221.1% | $98,439+133.3% | $71,457+221.4% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.4pp |
| Annual return | 21.20% | 32.41%-11.2pp | 21.16%0pp | 28.85%-7.7pp |
| Employer contribution / active EE | $5,154 | $2,399+114.8% | $3,048+69.1% | $2,588+99.2% |
| Participant deferral / active EE | $11,844 | $4,109+188.3% | $4,738+150.0% | $4,289+176.2% |
| Admin fee / account holder | $78 | $1,675-95.3% | $8,948-99.1% | $1,587-95.1% |