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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,501 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$17,779 |
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 | $256,925 | $101,317+153.6% | $146,958+74.8% | $74,495+244.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.47% | 8730.91%-8710.4pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,090 | $3,810-18.9% | $4,933-37.4% | $2,623+17.8% |
| Participant deferral / active EE | $12,040 | $7,303+64.9% | $8,070+49.2% | $4,346+177.0% |
| Admin fee / account holder | $28 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |