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 | $14,094 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,486 |
Filed as: JPMORGAN MID CAP VALUE FUND Service code 27 1111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Advisory (Plan) | $5,274 |
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 | $58,219 | $66,457-12.4% | $81,382-28.5% | $77,643-25.0% |
| Participation rate | 52.7% | 68.7%-16.0pp | 69.5%-16.8pp | 70.6%-17.8pp |
| Annual return | 13.45% | 15.93%-2.5pp | 24.73%-11.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,036 | $2,159-52.0% | $2,463-57.9% | $2,726-62.0% |
| Participant deferral / active EE | $2,289 | $3,679-37.8% | $3,883-41.0% | $4,647-50.7% |
| Admin fee / account holder | $38 | $583-93.4% | $5,768-99.3% | $430-91.1% |