See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,465 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,897 | $53,136+140.7% | $155,509-17.8% | $199,593-35.9% |
| Participation rate | 94.4% | 64.1%+30.3pp | 78.2%+16.2pp | 72.0%+22.4pp |
| Annual return | 15.44% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $4,513 | $1,851+143.8% | $4,672-3.4% | $3,034+48.8% |
| Participant deferral / active EE | $7,069 | $3,161+123.6% | $5,626+25.6% | $5,087+39.0% |
| Admin fee / account holder | $79 | $185-57.2% | $15,912-99.5% | $269-70.5% |