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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,812 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$21,991 |
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 | $88,901 | $52,670+68.8% | $90,404-1.7% | $73,409+21.1% |
| Participation rate | 96.7% | 67.7%+29.0pp | 72.7%+24.0pp | 72.2%+24.5pp |
| Annual return | 21.30% | 20.70%+0.6pp | 1293.02%-1271.7pp | 59.29%-38.0pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,449 | $2,807+236.6% | $3,963+138.4% | $3,805+148.3% |
| Admin fee / account holder | -$37 | $117-131.7% | $5,611-100.7% | $158-123.4% |