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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,029 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$2,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,274 | $102,317-12.7% | $146,958-39.3% | $80,856+10.4% |
| Participation rate | 84.5% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 16.25% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $7,310 | $3,713+96.9% | $4,933+48.2% | $2,755+165.3% |
| Participant deferral / active EE | $11,908 | $6,644+79.2% | $8,070+47.6% | $4,296+177.2% |
| Admin fee / account holder | $8 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |