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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,424 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$104,071 |
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 | $503,226 | $122,239+311.7% | $184,203+173.2% | $74,495+575.5% |
| Participation rate | 98.6% | 85.5%+13.2pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 20.21% | 19.95%+0.3pp | 28.81%-8.6pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $15,757 | $4,537+247.3% | $6,427+145.2% | $2,623+500.7% |
| Participant deferral / active EE | $22,572 | $7,139+216.2% | $9,131+147.2% | $4,346+419.4% |
| Admin fee / account holder | -$455 | $1,260-136.1% | $13,901-103.3% | $1,942-123.4% |