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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $228,788 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,963 | $112,623+123.7% | $106,213+137.2% | $199,593+26.2% |
| Participation rate | 96.1% | 86.2%+9.9pp | 75.3%+20.9pp | 72.0%+24.2pp |
| Annual return | 14.69% | 15.57%-0.9pp | 116.14%-101.4pp | 34.25%-19.6pp |
| Employer contribution / active EE | $13,554 | $4,575+196.3% | $3,171+327.4% | $3,034+346.7% |
| Participant deferral / active EE | $12,536 | $6,659+88.2% | $5,016+149.9% | $5,087+146.4% |
| Admin fee / account holder | $58 | $107-45.9% | $11,033-99.5% | $269-78.5% |