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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,976 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$33,082 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,915 | $78,485+229.9% | $106,213+143.8% | $74,495+247.6% |
| Participation rate | 98.2% | 72.8%+25.4pp | 75.3%+22.9pp | 67.2%+31.0pp |
| Annual return | 18.41% | 15.95%+2.5pp | 116.14%-97.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $5,531 | $2,523+119.2% | $3,171+74.4% | $2,623+110.9% |
| Participant deferral / active EE | $12,509 | $4,322+189.4% | $5,016+149.4% | $4,346+187.8% |
| Admin fee / account holder | -$6 | $2,232-100.2% | $11,033-100.1% | $1,942-100.3% |