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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $95,395 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,503 | $95,880-7.7% | $107,525-17.7% | $85,563+3.4% |
| Participation rate | 91.4% | 70.1%+21.3pp | 75.1%+16.3pp | 66.0%+25.4pp |
| Annual return | 19.11% | 68.06%-49.0pp | 181.32%-162.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $4,916 | $3,812+29.0% | $3,754+31.0% | $2,654+85.3% |
| Participant deferral / active EE | $6,180 | $4,201+47.1% | $5,116+20.8% | $4,375+41.2% |
| Admin fee / account holder | $122 | $1,025-88.1% | $8,919-98.6% | $834-85.4% |