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.6 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,081 |
UBS FINANCIAL SERVICES INC5 years Service code 16 · EIN 13-2638166 | Consulting | $85,000 |
REED SMITH LLP9+ years Service code 29 · EIN 25-0749630 | Legal | $48,114 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $19,750 |
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 | $143,299 | $104,631+37.0% | $98,439+45.6% | $80,160+78.8% |
| Participation rate | 92.4% | 87.5%+4.8pp | 75.2%+17.2pp | 72.9%+19.4pp |
| Annual return | 19.10% | 34.72%-15.6pp | 21.16%-2.1pp | 40.38%-21.3pp |
| Employer contribution / active EE | $3,886 | $4,517-14.0% | $3,048+27.5% | $2,978+30.5% |
| Participant deferral / active EE | $6,971 | $6,545+6.5% | $4,738+47.1% | $5,017+38.9% |
| Admin fee / account holder | $140 | $105+33.3% | $8,948-98.4% | $145-3.6% |