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 9-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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,888 |
Filed as: FIDELITY INVESTMENT INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $121,125 |
FID INV INST OPS CO2 years Service code 60 | 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 | $197,456 | $102,872+91.9% | $100,534+96.4% | $102,872+91.9% |
| Participation rate | 96.4% | 73.0%+23.3pp | 80.6%+15.8pp | 73.0%+23.3pp |
| Annual return | 17.00% | 19.06%-2.1pp | 32.66%-15.7pp | 19.06%-2.1pp |
| Employer contribution / active EE | $4,711 | $3,526+33.6% | $4,346+8.4% | $3,526+33.6% |
| Participant deferral / active EE | $9,019 | $5,535+62.9% | $6,144+46.8% | $5,535+62.9% |
| Admin fee / account holder | $63 | $292-78.5% | $7,654-99.2% | $292-78.5% |