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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,043 |
LION STREET ADVISORS LLC6 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$132,910 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $410,932 | $106,028+287.6% | $146,958+179.6% | $77,643+429.3% |
| Participation rate | 82.4% | 78.4%+4.0pp | 82.2%+0.2pp | 70.6%+11.8pp |
| Annual return | 13.15% | 56.73%-43.6pp | 418.34%-405.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $10,578 | $4,063+160.3% | $4,933+114.4% | $2,726+288.1% |
| Participant deferral / active EE | $9,534 | $7,990+19.3% | $8,070+18.1% | $4,647+105.2% |
| Admin fee / account holder | -$90 | $337-126.8% | $12,998-100.7% | $430-121.0% |