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 |
|---|---|---|
WRIGHT FORD YOUNG & CO7 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $14,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,753 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,289 |
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 | $496,528 | $87,870+465.1% | $113,168+338.8% | $74,304+568.2% |
| Participation rate | 92.3% | 70.7%+21.5pp | 76.6%+15.7pp | 60.3%+31.9pp |
| Annual return | 14.33% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,377 | $2,277+4.4% | $2,975-20.1% | $2,241+6.0% |
| Participant deferral / active EE | $10,602 | $4,241+150.0% | $5,107+107.6% | $3,767+181.4% |
| Admin fee / account holder | $37 | $3,368-98.9% | $12,068-99.7% | $2,969-98.7% |