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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,246 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONALE Service code 60 | Sub-TA Fees | $0 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,605 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,104 | $91,407+450.4% | $135,903+270.2% | $71,457+604.1% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 22.22% | 29.90%-7.7pp | 68.23%-46.0pp | 28.85%-6.6pp |
| Employer contribution / active EE | $19,290 | $3,703+420.9% | $4,856+297.2% | $2,588+645.5% |
| Participant deferral / active EE | $16,740 | $7,092+136.0% | $7,758+115.8% | $4,289+290.3% |
| Admin fee / account holder | $55 | $1,266-95.6% | $10,762-99.5% | $1,587-96.5% |