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) | $58,539 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$89,509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,190 | $108,549+116.7% | $156,263+50.5% | $85,563+174.9% |
| Participation rate | 92.7% | 77.1%+15.6pp | 78.9%+13.8pp | 66.0%+26.8pp |
| Annual return | 17.35% | 21.79%-4.4pp | 59.47%-42.1pp | 31.51%-14.2pp |
| Employer contribution / active EE | $651 | $2,690-75.8% | $4,333-85.0% | $2,654-75.5% |
| Participant deferral / active EE | $7,069 | $4,800+47.3% | $6,158+14.8% | $4,375+61.6% |
| Admin fee / account holder | -$73 | $650-111.2% | $14,255-100.5% | $834-108.7% |