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.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 SOUTHPOINTE BLVD · CANONSBURG, PA 15317 | Advisory (Plan) | $54,404 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 WEST DEKALB PIKE · KING OF PRUSSIA, PA 19406 | Recordkeeping Fees | -$94,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,915 | $74,024+162.0% | $77,999+148.6% | $57,658+236.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 6.88% | 12.14%-5.3pp | 425.96%-419.1pp | 5.13%+1.7pp |
| Employer contribution / active EE | $7,745 | $2,365+227.4% | $2,470+213.6% | $1,974+292.4% |
| Participant deferral / active EE | $5,745 | $3,533+62.6% | $3,497+64.3% | $3,061+87.7% |
| Admin fee / account holder | -$64 | $93-169.1% | $5,480-101.2% | $95-168.1% |