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 | $110,483-34.5% | $145,433-50.2% | $79,634-9.1% |
| Participation rate | 95.3% | 71.1%+24.2pp | 82.1%+13.1pp | 62.5%+32.8pp |
| Annual return | 23.11% | 24.62%-1.5pp | 66.58%-43.5pp | 36.46%-13.3pp |
| Employer contribution / active EE | $4,893 | $4,053+20.7% | $4,554+7.4% | $2,529+93.5% |
| Participant deferral / active EE | $9,163 | $7,216+27.0% | $7,897+16.0% | $3,835+139.0% |
| Admin fee / account holder | $4 | $680-99.4% | $13,129-100.0% | $1,002-99.6% |