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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,725 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $125 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,007 | $176,377-38.2% | $134,143-18.7% | $158,922-31.4% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 17.00% | 63.63%-46.6pp | 36.33%-19.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,931 | $5,040-2.2% | $3,704+33.1% | $4,761+3.6% |
| Participant deferral / active EE | $12,776 | $4,091+212.3% | $3,499+265.2% | $5,982+113.6% |
| Admin fee / account holder | $18 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |