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.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,877 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $11,750 |
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 | $59,031 | $66,528-11.3% | $86,874-32.0% | $86,799-32.0% |
| Participation rate | 52.9% | 72.4%-19.5pp | 71.6%-18.8pp | 72.3%-19.4pp |
| Annual return | 12.97% | 19.56%-6.6pp | 63.52%-50.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,153 | $2,007-42.5% | $2,495-53.8% | $2,405-52.1% |
| Participant deferral / active EE | $2,498 | $3,240-22.9% | $3,699-32.5% | $4,131-39.5% |
| Admin fee / account holder | $43 | $148-70.7% | $5,828-99.3% | $170-74.4% |