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 9-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) | $278,274 |
FID INV INST OPS CO2 years Filed as: FID INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $121,538 |
FID INV INST OPS CO8+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,399 | $136,853+44.2% | $130,231+51.6% | $80,160+146.3% |
| Participation rate | 96.8% | 81.6%+15.1pp | 76.3%+20.5pp | 72.9%+23.9pp |
| Annual return | 17.75% | 22.66%-4.9pp | 38.77%-21.0pp | 40.38%-22.6pp |
| Employer contribution / active EE | $7,825 | $3,395+130.5% | $4,126+89.7% | $2,978+162.8% |
| Participant deferral / active EE | $11,886 | $5,856+103.0% | $6,799+74.8% | $5,017+136.9% |
| Admin fee / account holder | $52 | $184-71.7% | $6,020-99.1% | $145-64.1% |