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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $439 |
Filed as: FIDELITY INVST INST OPER CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$1,297 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,230 | $79,171-39.1% | $102,423-52.9% | $74,495-35.3% |
| Participation rate | 91.0% | 74.8%+16.2pp | 76.5%+14.6pp | 67.2%+23.8pp |
| Annual return | 10.95% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,079 | $2,362-12.0% | $3,023-31.2% | $2,623-20.7% |
| Participant deferral / active EE | $2,794 | $4,415-36.7% | $5,053-44.7% | $4,346-35.7% |
| Admin fee / account holder | $76 | $2,001-96.2% | $9,451-99.2% | $1,942-96.1% |