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 9-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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,704 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$14,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,598 | $106,028+88.3% | $146,958+35.8% | $77,643+157.1% |
| Participation rate | 92.7% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 21.58% | 56.73%-35.2pp | 418.34%-396.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $3,500 | $4,063-13.9% | $4,933-29.0% | $2,726+28.4% |
| Participant deferral / active EE | $12,182 | $7,990+52.5% | $8,070+51.0% | $4,647+162.1% |
| Admin fee / account holder | $27 | $337-92.0% | $12,998-99.8% | $430-93.7% |