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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $16,167 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,347 | $55,790-15.1% | $76,817-38.4% | $67,579-29.9% |
| Participation rate | 54.1% | 71.1%-16.9pp | 72.1%-17.9pp | 71.3%-17.1pp |
| Annual return | 16.75% | 64.45%-47.7pp | 1166.11%-1149.4pp | 378.56%-361.8pp |
| Employer contribution / active EE | $786 | $1,810-56.6% | $2,302-65.9% | $2,148-63.4% |
| Participant deferral / active EE | $1,687 | $2,875-41.3% | $3,336-49.4% | $3,539-52.3% |
| Admin fee / account holder | $43 | $159-73.3% | $6,420-99.3% | $142-70.1% |