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.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,899 |
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $13,170 |
Filed as: FIDELITY INVEST INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant 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 | $44,965 | $89,282-49.6% | $94,646-52.5% | $74,419-39.6% |
| Participation rate | 97.7% | 82.4%+15.3pp | 80.8%+16.9pp | 70.7%+27.0pp |
| Annual return | 22.19% | 25.96%-3.8pp | 156.71%-134.5pp | 34.38%-12.2pp |
| Employer contribution / active EE | $3,565 | $3,022+18.0% | $3,672-2.9% | $2,637+35.2% |
| Participant deferral / active EE | $3,713 | $8,425-55.9% | $7,418-49.9% | $4,528-18.0% |
| Admin fee / account holder | $26 | $219-87.9% | $7,231-99.6% | $348-92.4% |