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.4+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 SOUTHPOINTE BLVD · CANONSBURG, PA 15317 | Advisory (Plan) | $58,808 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 WEST DEKALB PIKE · KING OF PRUSSIA, PA 19406 | Recordkeeping Fees | -$103,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,036 | $65,223+209.8% | $80,019+152.5% | $55,725+262.6% |
| Participation rate | 99.3% | 80.6%+18.8pp | 75.8%+23.5pp | 70.9%+28.5pp |
| Annual return | -4.52% | 7.59%-12.1pp | 11.22%-15.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $11,471 | $2,544+350.9% | $2,468+364.8% | $2,078+452.0% |
| Participant deferral / active EE | $6,294 | $3,881+62.2% | $3,686+70.8% | $3,356+87.6% |
| Admin fee / account holder | -$65 | $114-156.6% | $6,521-101.0% | $115-156.1% |