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.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,309 |
Filed as: FIDELITY INVEST INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | -$101,980 |
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 | $51,194 | $89,808-43.0% | $100,391-49.0% | $77,643-34.1% |
| Participation rate | 98.5% | 81.2%+17.3pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 12.71% | 20.62%-7.9pp | 49.20%-36.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,013 | $3,039+32.0% | $3,942+1.8% | $2,726+47.2% |
| Participant deferral / active EE | $4,247 | $8,284-48.7% | $8,082-47.4% | $4,647-8.6% |
| Admin fee / account holder | -$62 | $174-135.6% | $7,899-100.8% | $430-114.4% |