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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,617 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $93,006 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW A Service code 26 · EIN 33-0818667 | Advisory (Participants) | $8,842 |
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 | $174,522 | $122,186+42.8% | $146,958+18.8% | $199,593-12.6% |
| Participation rate | 76.4% | 78.3%-1.9pp | 82.2%-5.7pp | 72.0%+4.4pp |
| Annual return | 12.10% | 30.56%-18.5pp | 418.34%-406.2pp | 34.25%-22.1pp |
| Employer contribution / active EE | $6,354 | $4,093+55.3% | $4,933+28.8% | $3,034+109.4% |
| Participant deferral / active EE | $10,091 | $8,502+18.7% | $8,070+25.0% | $5,087+98.4% |
| Admin fee / account holder | $119 | $179-33.3% | $12,998-99.1% | $269-55.7% |