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) | $7,410 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,857 | $87,870+167.3% | $113,168+107.5% | $74,304+216.1% |
| Participation rate | 95.4% | 70.7%+24.7pp | 76.6%+18.9pp | 60.3%+35.1pp |
| Annual return | 15.54% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $4,068 | $2,277+78.7% | $2,975+36.7% | $2,241+81.5% |
| Participant deferral / active EE | $12,314 | $4,241+190.4% | $5,107+141.1% | $3,767+226.9% |
| Admin fee / account holder | $38 | $3,368-98.9% | $12,068-99.7% | $2,969-98.7% |