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.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,726 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,720 | $101,499+112.5% | $147,005+46.7% | $74,546+189.4% |
| Participation rate | 94.0% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 13.27% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $5,219 | $3,811+36.9% | $4,934+5.8% | $2,624+98.9% |
| Participant deferral / active EE | $7,946 | $7,304+8.8% | $8,070-1.5% | $4,347+82.8% |
| Admin fee / account holder | -$18 | $1,748-101.0% | $13,006-100.1% | $1,944-100.9% |