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.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,344 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,009 | $50,815+12.2% | $155,509-63.3% | $77,643-26.6% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.7pp | 70.6%+13.3pp |
| Annual return | 14.63% | 34.80%-20.2pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,515 | $1,993+26.2% | $4,672-46.2% | $2,726-7.7% |
| Participant deferral / active EE | $3,994 | $2,822+41.5% | $5,626-29.0% | $4,647-14.0% |
| Admin fee / account holder | $80 | $437-81.7% | $15,912-99.5% | $430-81.4% |