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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,471 |
Service code 16 · EIN 33-0818667 | Consulting | $9,755 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$50,911 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,660 | $132,049+200.4% | $200,582+97.8% | $74,304+433.8% |
| Participation rate | 95.9% | 84.1%+11.9pp | 86.9%+9.0pp | 60.3%+35.6pp |
| Annual return | 20.86% | 22.22%-1.4pp | 42.33%-21.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $6,014 | $4,558+31.9% | $6,419-6.3% | $2,241+168.3% |
| Participant deferral / active EE | $17,886 | $7,213+148.0% | $9,331+91.7% | $3,767+374.8% |
| Admin fee / account holder | $244 | $2,405-89.9% | $16,305-98.5% | $2,969-91.8% |