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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,681 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$8,953 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,549 | $54,237+41.1% | $90,281-15.2% | $67,579+13.3% |
| Participation rate | 95.8% | 68.6%+27.2pp | 73.3%+22.5pp | 71.3%+24.5pp |
| Annual return | 25.92% | 37.27%-11.4pp | 78.10%-52.2pp | 378.56%-352.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,030 | $2,625+244.0% | $3,885+132.4% | $3,539+155.1% |
| Admin fee / account holder | -$13 | $123-110.8% | $5,351-100.2% | $142-109.3% |