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 | $216,711-31.3% | $136,749+8.8% | $85,563+73.9% |
| Participation rate | 36.0% | 51.7%-15.7pp | 72.1%-36.1pp | 66.0%-30.0pp |
| Annual return | 17.48% | 15.26%+2.2pp | 24.33%-6.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,754 | $1,660+5.7% | $3,400-48.4% | $2,654-33.9% |
| Participant deferral / active EE | $2,338 | $2,635-11.2% | $4,692-50.2% | $4,375-46.6% |
| Admin fee / account holder | $114 | $1,223-90.6% | $11,386-99.0% | $834-86.3% |