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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,325 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,450 | $82,202-50.8% | $125,339-67.7% | $64,808-37.6% |
| Participation rate | 91.4% | 77.9%+13.5pp | 82.4%+9.0pp | 71.5%+19.9pp |
| Annual return | -13.91% | 3.48%-17.4pp | 572.05%-586.0pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,491 | $3,615-31.1% | $4,814-48.2% | $2,506-0.6% |
| Participant deferral / active EE | $8,059 | $7,175+12.3% | $7,446+8.2% | $4,310+87.0% |
| Admin fee / account holder | $8 | $163-95.0% | $10,010-99.9% | $188-95.7% |