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) | $6,583 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,903 | $89,753+150.6% | $107,525+109.2% | $84,808+165.2% |
| Participation rate | 91.3% | 68.1%+23.2pp | 75.1%+16.2pp | 68.3%+22.9pp |
| Annual return | 15.31% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,535 | $3,113+77.8% | $3,754+47.5% | $2,631+110.4% |
| Participant deferral / active EE | $11,195 | $4,056+176.0% | $5,116+118.8% | $4,212+165.8% |
| Admin fee / account holder | $59 | $7,222-99.2% | $8,919-99.3% | $7,344-99.2% |