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) | $24,638 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,375 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$16,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,471 | $100,923+54.0% | $150,045+3.6% | $74,304+109.2% |
| Participation rate | 70.1% | 70.1%0pp | 82.3%-12.2pp | 60.3%+9.7pp |
| Annual return | 16.10% | 51.77%-35.7pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,187 | $3,463-8.0% | $4,693-32.1% | $2,241+42.2% |
| Participant deferral / active EE | $6,874 | $6,709+2.4% | $7,997-14.0% | $3,767+82.5% |
| Admin fee / account holder | $68 | $2,767-97.5% | $13,435-99.5% | $2,969-97.7% |