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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,226 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $43,147 |
CARON & BLETZER, PLLC9 years Service code 10 · EIN 04-3499945 | Accounting | $12,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$77,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,899 | $110,299+8.7% | $102,423+17.1% | $199,593-39.9% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 17.83% | 35.73%-17.9pp | 29.32%-11.5pp | 34.25%-16.4pp |
| Employer contribution / active EE | $2,716 | $3,603-24.6% | $3,023-10.2% | $3,034-10.5% |
| Participant deferral / active EE | $6,830 | $6,376+7.1% | $5,053+35.2% | $5,087+34.3% |
| Admin fee / account holder | $163 | $122+33.4% | $9,451-98.3% | $269-39.3% |