Filed September 22, 2022
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) | $10,687 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,817 | $89,241+66.8% | $134,172+10.9% | $79,634+86.9% |
| Participation rate | 36.0% | 47.1%-11.1pp | 72.5%-36.5pp | 62.5%-26.5pp |
| Annual return | 17.48% | 16.69%+0.8pp | 25.30%-7.8pp | 36.46%-19.0pp |
| Employer contribution / active EE | $1,754 | $1,634+7.3% | $3,420-48.7% | $2,529-30.6% |
| Participant deferral / active EE | $2,338 | $2,288+2.2% | $4,690-50.1% | $3,835-39.0% |
| Admin fee / account holder | $114 | $1,359-91.6% | $12,016-99.0% | $1,002-88.6% |