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 | $14,343 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,034 |
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 | $48,470 | $56,503-14.2% | $70,092-30.8% | $64,808-25.2% |
| Participation rate | 47.2% | 70.5%-23.3pp | 70.5%-23.3pp | 71.5%-24.2pp |
| Annual return | -13.84% | -13.44%-0.4pp | 190.73%-204.6pp | 32.82%-46.7pp |
| Employer contribution / active EE | $936 | $2,046-54.2% | $2,559-63.4% | $2,506-62.6% |
| Participant deferral / active EE | $2,086 | $3,389-38.4% | $3,849-45.8% | $4,310-51.6% |
| Admin fee / account holder | $43 | $160-73.4% | $6,267-99.3% | $188-77.3% |