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.9+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,279 |
Service code 28 · EIN 13-3575636 | Investment Management | $176,688 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $171,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,396 | $110,299-24.4% | $102,423-18.6% | $199,593-58.2% |
| Participation rate | 96.5% | 86.3%+10.2pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 20.48% | 35.73%-15.3pp | 29.32%-8.8pp | 34.25%-13.8pp |
| Employer contribution / active EE | $4,888 | $3,603+35.7% | $3,023+61.7% | $3,034+61.1% |
| Participant deferral / active EE | $5,577 | $6,376-12.5% | $5,053+10.4% | $5,087+9.6% |
| Admin fee / account holder | $135 | $122+10.7% | $9,451-98.6% | $269-49.6% |