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) | $13,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,146 | $87,870+176.7% | $113,168+114.9% | $74,304+227.2% |
| Participation rate | 86.2% | 70.7%+15.4pp | 76.6%+9.6pp | 60.3%+25.8pp |
| Annual return | 16.09% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $6,946 | $2,277+205.1% | $2,975+133.5% | $2,241+209.9% |
| Participant deferral / active EE | $14,727 | $4,241+247.3% | $5,107+188.4% | $3,767+290.9% |
| Admin fee / account holder | $87 | $3,368-97.4% | $12,068-99.3% | $2,969-97.1% |