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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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,949 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,957 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,906 | $100,923-3.0% | $150,045-34.7% | $74,304+31.8% |
| Participation rate | 79.2% | 70.1%+9.2pp | 82.3%-3.1pp | 60.3%+18.9pp |
| Annual return | 19.91% | 51.77%-31.9pp | 62.55%-42.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,491 | $6,709+56.4% | $7,997+31.2% | $3,767+178.5% |
| Admin fee / account holder | $104 | $2,767-96.2% | $13,435-99.2% | $2,969-96.5% |