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) | $8,297 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,096 | $87,870+159.6% | $113,168+101.6% | $74,304+207.0% |
| Participation rate | 94.9% | 70.7%+24.2pp | 76.6%+18.4pp | 60.3%+34.6pp |
| Annual return | 16.16% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $9,963 | $2,277+337.6% | $2,975+234.9% | $2,241+344.6% |
| Participant deferral / active EE | $11,290 | $4,241+166.2% | $5,107+121.1% | $3,767+199.7% |
| Admin fee / account holder | $43 | $3,368-98.7% | $12,068-99.6% | $2,969-98.6% |