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 60 · EIN 04-2647786 | Sub-TA Fees | $22,087 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,294 |
Annual investment return 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 | $104,155 | $100,923+3.2% | $150,045-30.6% | $74,304+40.2% |
| Participation rate | 80.9% | 70.1%+10.8pp | 82.3%-1.4pp | 60.3%+20.5pp |
| Annual return | 14.31% | 51.77%-37.5pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,376 | $3,463-31.4% | $4,693-49.4% | $2,241+6.0% |
| Participant deferral / active EE | $7,232 | $6,709+7.8% | $7,997-9.6% | $3,767+92.0% |
| Admin fee / account holder | $73 | $2,767-97.4% | $13,435-99.5% | $2,969-97.5% |