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 | $15,427 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,897 |
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 | $50,099 | $61,473-18.5% | $81,930-38.9% | $73,409-31.8% |
| Participation rate | 53.5% | 72.4%-18.9pp | 72.0%-18.5pp | 72.2%-18.7pp |
| Annual return | 11.95% | 28.26%-16.3pp | 29.49%-17.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $760 | $1,898-60.0% | $4,310-82.4% | $2,234-66.0% |
| Participant deferral / active EE | $1,636 | $3,080-46.9% | $7,107-77.0% | $3,805-57.0% |
| Admin fee / account holder | $35 | $125-72.5% | $5,158-99.3% | $158-78.1% |