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) | $8,389 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,975 |
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 | $144,253 | $98,727+46.1% | $113,168+27.5% | $85,563+68.6% |
| Participation rate | 56.4% | 80.8%-24.5pp | 76.6%-20.2pp | 66.0%-9.6pp |
| Annual return | 16.02% | 17.43%-1.4pp | 24.27%-8.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,207 | $2,907-24.1% | $2,975-25.8% | $2,654-16.8% |
| Participant deferral / active EE | $4,408 | $5,424-18.7% | $5,107-13.7% | $4,375+0.7% |
| Admin fee / account holder | $68 | $357-80.9% | $12,068-99.4% | $834-91.8% |