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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,774 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,714 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,476 | $100,923+58.0% | $150,045+6.3% | $74,304+114.6% |
| Participation rate | 94.0% | 70.1%+24.0pp | 82.3%+11.7pp | 60.3%+33.7pp |
| Annual return | 20.32% | 51.77%-31.4pp | 62.55%-42.2pp | 29.43%-9.1pp |
| Employer contribution / active EE | $8,984 | $3,463+159.4% | $4,693+91.4% | $2,241+300.8% |
| Participant deferral / active EE | $7,962 | $6,709+18.7% | $7,997-0.4% | $3,767+111.4% |
| Admin fee / account holder | $288 | $2,767-89.6% | $13,435-97.9% | $2,969-90.3% |