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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,782 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,600 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,712 | $106,028-55.0% | $146,958-67.5% | $77,643-38.5% |
| Participation rate | 94.7% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 20.06% | 56.73%-36.7pp | 418.34%-398.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $3,371 | $4,063-17.0% | $4,933-31.7% | $2,726+23.7% |
| Participant deferral / active EE | $9,719 | $7,990+21.6% | $8,070+20.4% | $4,647+109.1% |
| Admin fee / account holder | $13 | $337-96.0% | $12,998-99.9% | $430-96.9% |