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.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,478 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,995 | $100,923+126.9% | $150,045+52.6% | $74,304+208.2% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.3%+13.0pp | 60.3%+35.0pp |
| Annual return | 14.88% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.5pp |
| Employer contribution / active EE | $5,119 | $3,463+47.8% | $4,693+9.1% | $2,241+128.4% |
| Participant deferral / active EE | $8,194 | $6,709+22.1% | $7,997+2.5% | $3,767+117.5% |
| Admin fee / account holder | -$16 | $2,767-100.6% | $13,435-100.1% | $2,969-100.5% |