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) | $10,875 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,619 | $87,870+50.9% | $113,168+17.2% | $74,304+78.5% |
| Participation rate | 85.0% | 70.7%+14.2pp | 76.6%+8.4pp | 60.3%+24.6pp |
| Annual return | 19.18% | 26.44%-7.3pp | 24.27%-5.1pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,777 | $2,277+22.0% | $2,975-6.6% | $2,241+23.9% |
| Participant deferral / active EE | $5,909 | $4,241+39.3% | $5,107+15.7% | $3,767+56.9% |
| Admin fee / account holder | $48 | $3,368-98.6% | $12,068-99.6% | $2,969-98.4% |