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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,608 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,011 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,249 | $108,719+6.9% | $101,326+14.7% | $85,563+35.9% |
| Participation rate | 73.6% | 80.9%-7.3pp | 81.5%-7.9pp | 66.0%+7.6pp |
| Annual return | 20.10% | 20.95%-0.9pp | 36.82%-16.7pp | 31.51%-11.4pp |
| Employer contribution / active EE | $2,025 | $3,114-35.0% | $3,665-44.8% | $2,654-23.7% |
| Participant deferral / active EE | $7,650 | $8,545-10.5% | $7,994-4.3% | $4,375+74.8% |
| Admin fee / account holder | $73 | $685-89.4% | $11,185-99.4% | $834-91.3% |