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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,120 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$3,427 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,402 | $119,446-39.4% | $150,045-51.7% | $85,563-15.4% |
| Participation rate | 95.3% | 75.4%+19.8pp | 82.3%+12.9pp | 66.0%+29.3pp |
| Annual return | 23.11% | 23.72%-0.6pp | 62.55%-39.4pp | 31.51%-8.4pp |
| Employer contribution / active EE | $4,893 | $4,078+20.0% | $4,693+4.3% | $2,654+84.4% |
| Participant deferral / active EE | $9,163 | $7,985+14.8% | $7,997+14.6% | $4,375+109.4% |
| Admin fee / account holder | $4 | $548-99.3% | $13,435-100.0% | $834-99.5% |