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) | $7,101 |
HUNGERFORD FINANCIAL1 year Service code 27 · EIN 27-0608447 | Advisory (Plan) | $2,948 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,561 | $88,634+41.7% | $101,326+23.9% | $74,304+69.0% |
| Participation rate | 71.4% | 76.9%-5.4pp | 81.5%-10.1pp | 60.3%+11.1pp |
| Annual return | 17.07% | 33.10%-16.0pp | 36.82%-19.7pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,817 | $2,930-38.0% | $3,665-50.4% | $2,241-18.9% |
| Participant deferral / active EE | $4,381 | $7,322-40.2% | $7,994-45.2% | $3,767+16.3% |
| Admin fee / account holder | $55 | $2,425-97.7% | $11,185-99.5% | $2,969-98.1% |