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) | $14,811 |
Filed as: FIDELITY INVESTMENT INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,428 | $82,202+196.1% | $125,339+94.2% | $64,808+275.6% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.2pp |
| Annual return | -17.03% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,701 | $3,615-25.3% | $4,814-43.9% | $2,506+7.8% |
| Participant deferral / active EE | $16,596 | $7,175+131.3% | $7,446+122.9% | $4,310+285.0% |
| Admin fee / account holder | $59 | $163-63.9% | $10,010-99.4% | $188-68.6% |