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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,290 |
CLEARSTEAD ADVISORS, LLC7 years Filed as: CLEARSTEAD ADVISORS LLC Service code 16 · EIN 34-1597728 | Consulting | $59,856 |
WARREN AVERETT, LLC10+ years Service code 49 · EIN 45-4084437 | Other Services | $17,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,078 |
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 | $321,627 | $102,204+214.7% | $145,661+120.8% | $85,563+275.9% |
| Participation rate | 95.7% | 70.6%+25.1pp | 77.2%+18.4pp | 66.0%+29.7pp |
| Annual return | 14.24% | 16.68%-2.4pp | 101.46%-87.2pp | 31.51%-17.3pp |
| Employer contribution / active EE | $6,041 | $3,600+67.8% | $4,238+42.6% | $2,654+127.7% |
| Participant deferral / active EE | $15,586 | $5,729+172.1% | $7,198+116.5% | $4,375+256.2% |
| Admin fee / account holder | $178 | $647-72.5% | $12,466-98.6% | $834-78.7% |