Filed August 22, 2022
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,788 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,562 | $73,360+9.8% | $177,989-54.7% | $74,495+8.1% |
| Participation rate | 81.1% | 66.6%+14.5pp | 77.1%+4.0pp | 67.2%+13.9pp |
| Annual return | 12.28% | 17.49%-5.2pp | 294.48%-282.2pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,152 | $2,216+87.3% | $3,949+5.1% | $2,623+58.3% |
| Participant deferral / active EE | $3,771 | $4,513-16.5% | $6,276-39.9% | $4,346-13.2% |
| Admin fee / account holder | $221 | $1,808-87.8% | $10,363-97.9% | $1,942-88.6% |