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) | $20,962 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,650 | $98,727+28.3% | $113,168+11.9% | $85,563+48.0% |
| Participation rate | 86.1% | 80.8%+5.2pp | 76.6%+9.5pp | 66.0%+20.1pp |
| Annual return | 18.49% | 17.43%+1.1pp | 24.27%-5.8pp | 31.51%-13.0pp |
| Employer contribution / active EE | $3,783 | $2,907+30.2% | $2,975+27.2% | $2,654+42.6% |
| Participant deferral / active EE | $6,296 | $5,424+16.1% | $5,107+23.3% | $4,375+43.9% |
| Admin fee / account holder | $43 | $357-88.0% | $12,068-99.6% | $834-94.9% |