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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,058 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,037 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,805 | $50,982+666.6% | $154,803+152.5% | $85,563+356.7% |
| Participation rate | 99.2% | 59.8%+39.4pp | 78.1%+21.1pp | 66.0%+33.2pp |
| Annual return | 17.73% | 30.35%-12.6pp | 58.88%-41.1pp | 31.51%-13.8pp |
| Employer contribution / active EE | $16,084 | $1,708+841.5% | $4,305+273.6% | $2,654+506.1% |
| Participant deferral / active EE | $13,234 | $2,474+434.9% | $5,540+138.9% | $4,375+202.5% |
| Admin fee / account holder | $18 | $846-97.9% | $14,329-99.9% | $834-97.8% |