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.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 SOUTHPOINTE BLVD · CANONSBURG, PA 15317 | Advisory (Plan) | $46,762 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 WEST DEKALB PIKE · KING OF PRUSSIA, PA 19406 | Recordkeeping Fees | -$85,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,716 | $75,284+177.2% | $91,001+129.4% | $69,631+199.7% |
| Participation rate | 98.7% | 80.4%+18.3pp | 75.6%+23.1pp | 70.7%+28.0pp |
| Annual return | 16.78% | 48.40%-31.6pp | 4.60%+12.2pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $9,456 | $2,473+282.4% | $2,456+285.1% | $2,032+365.3% |
| Participant deferral / active EE | $5,949 | $3,700+60.8% | $3,547+67.7% | $3,224+84.6% |
| Admin fee / account holder | -$56 | $111-150.4% | $5,417-101.0% | $110-150.5% |