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.7 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,426 |
UBS FINANCIAL SERVICES INC6 years Service code 16 · EIN 13-2638166 | Consulting | $85,000 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
REED SMITH LLP10+ years Service code 29 · EIN 25-0749630 | Legal | $12,652 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ 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 | $154,614 | $112,623+37.3% | $106,213+45.6% | $199,593-22.5% |
| Participation rate | 94.4% | 86.2%+8.2pp | 75.3%+19.1pp | 72.0%+22.4pp |
| Annual return | 14.98% | 15.57%-0.6pp | 116.14%-101.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $4,055 | $4,575-11.4% | $3,171+27.9% | $3,034+33.6% |
| Participant deferral / active EE | $7,476 | $6,659+12.3% | $5,016+49.0% | $5,087+47.0% |
| Admin fee / account holder | $124 | $107+16.2% | $11,033-98.9% | $269-53.8% |