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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,337 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,864 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,890 | $88,634+130.0% | $101,326+101.2% | $74,304+174.4% |
| Participation rate | 79.5% | 76.9%+2.6pp | 81.5%-2.0pp | 60.3%+19.1pp |
| Annual return | 16.92% | 33.10%-16.2pp | 36.82%-19.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $3,144 | $2,930+7.3% | $3,665-14.2% | $2,241+40.3% |
| Participant deferral / active EE | $7,745 | $7,322+5.8% | $7,994-3.1% | $3,767+105.6% |
| Admin fee / account holder | $527 | $2,425-78.3% | $11,185-95.3% | $2,969-82.3% |