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) | $129,602 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,473 |
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 | $267,818 | $102,872+160.3% | $180,183+48.6% | $102,872+160.3% |
| Participation rate | 98.2% | 73.0%+25.2pp | 77.4%+20.8pp | 73.0%+25.2pp |
| Annual return | 19.73% | 19.06%+0.7pp | 27.86%-8.1pp | 19.06%+0.7pp |
| Employer contribution / active EE | $12,882 | $3,526+265.3% | $5,039+155.7% | $3,526+265.3% |
| Participant deferral / active EE | $14,585 | $5,535+163.5% | $6,822+113.8% | $5,535+163.5% |
| Admin fee / account holder | $45 | $292-84.6% | $19,975-99.8% | $292-84.6% |