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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,252 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$56,927 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,538 | $47,722+58.3% | $82,719-8.7% | $64,808+16.6% |
| Participation rate | 92.4% | 67.6%+24.8pp | 72.6%+19.9pp | 71.5%+20.9pp |
| Annual return | -19.52% | -13.05%-6.5pp | 701.18%-720.7pp | 32.82%-52.3pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,253 | $3,329+177.9% | $4,395+110.5% | $4,310+114.7% |
| Admin fee / account holder | -$89 | $143-162.6% | $5,329-101.7% | $188-147.6% |