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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,033 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,291 | $95,880+32.8% | $107,525+18.4% | $85,563+48.8% |
| Participation rate | 94.1% | 70.1%+23.9pp | 75.1%+19.0pp | 66.0%+28.1pp |
| Annual return | 17.80% | 68.06%-50.3pp | 181.32%-163.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $2,023 | $3,812-46.9% | $3,754-46.1% | $2,654-23.8% |
| Participant deferral / active EE | $10,275 | $4,201+144.6% | $5,116+100.9% | $4,375+134.9% |
| Admin fee / account holder | $35 | $1,025-96.6% | $8,919-99.6% | $834-95.8% |