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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,854 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,698 | $98,727-5.1% | $113,168-17.2% | $85,563+9.5% |
| Participation rate | 86.6% | 80.8%+5.7pp | 76.6%+10.0pp | 66.0%+20.6pp |
| Annual return | 17.44% | 17.43%0pp | 24.27%-6.8pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,848 | $2,907-2.0% | $2,975-4.3% | $2,654+7.3% |
| Participant deferral / active EE | $6,241 | $5,424+15.1% | $5,107+22.2% | $4,375+42.6% |
| Admin fee / account holder | $92 | $357-74.2% | $12,068-99.2% | $834-89.0% |