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) | $33,966 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,831 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,951 | $81,908+68.4% | $90,749+52.0% | $64,808+112.9% |
| Participation rate | 99.8% | 80.5%+19.3pp | 75.7%+24.1pp | 71.5%+28.3pp |
| Annual return | -18.08% | -12.53%-5.5pp | -12.16%-5.9pp | 32.82%-50.9pp |
| Employer contribution / active EE | $5,683 | $3,065+85.4% | $2,921+94.6% | $2,506+126.8% |
| Participant deferral / active EE | $8,785 | $4,840+81.5% | $4,564+92.5% | $4,310+103.8% |
| Admin fee / account holder | $77 | $157-51.2% | $8,445-99.1% | $188-59.2% |