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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,452 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,066 | $101,317-4.2% | $146,958-33.9% | $74,495+30.3% |
| Participation rate | 60.5% | 75.5%-15.1pp | 82.2%-21.7pp | 67.2%-6.7pp |
| Annual return | 23.31% | 8730.91%-8707.6pp | 418.34%-395.0pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $2,340 | $3,810-38.6% | $4,933-52.6% | $2,623-10.8% |
| Participant deferral / active EE | $7,551 | $7,303+3.4% | $8,070-6.4% | $4,346+73.7% |
| Admin fee / account holder | $56 | $1,739-96.8% | $12,998-99.6% | $1,942-97.1% |