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) | $113,749 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,213 |
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 | $321,109 | $124,732+157.4% | $180,183+78.2% | $85,563+275.3% |
| Participation rate | 98.7% | 83.2%+15.6pp | 77.4%+21.3pp | 66.0%+32.8pp |
| Annual return | 18.57% | 17.73%+0.8pp | 27.86%-9.3pp | 31.51%-12.9pp |
| Employer contribution / active EE | $13,098 | $5,370+143.9% | $5,039+159.9% | $2,654+393.6% |
| Participant deferral / active EE | $15,077 | $7,763+94.2% | $6,822+121.0% | $4,375+244.6% |
| Admin fee / account holder | $100 | $294-65.8% | $19,975-99.5% | $834-88.0% |