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.8 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,012 |
UBS FINANCIAL SERVICES INC7 years Service code 16 · EIN 13-2638166 | Consulting | $85,000 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $19,950 |
REED SMITH LLP11+ years Service code 29 · EIN 25-0749630 | Legal | $14,654 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,147 | $123,077+43.9% | $116,228+52.4% | $102,872+72.2% |
| Participation rate | 94.5% | 87.0%+7.5pp | 74.6%+20.0pp | 73.0%+21.5pp |
| Annual return | 17.44% | 15.84%+1.6pp | 90.06%-72.6pp | 19.06%-1.6pp |
| Employer contribution / active EE | $4,534 | $4,380+3.5% | $2,994+51.4% | $3,526+28.6% |
| Participant deferral / active EE | $8,109 | $6,746+20.2% | $4,953+63.7% | $5,535+46.5% |
| Admin fee / account holder | $128 | $115+10.7% | $11,989-98.9% | $292-56.3% |