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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,673 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,636 | $132,049+24.7% | $200,582-17.9% | $74,304+121.6% |
| Participation rate | 94.9% | 84.1%+10.8pp | 86.9%+8.0pp | 60.3%+34.6pp |
| Annual return | 18.95% | 22.22%-3.3pp | 42.33%-23.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $8,182 | $4,558+79.5% | $6,419+27.5% | $2,241+265.1% |
| Participant deferral / active EE | $18,056 | $7,213+150.3% | $9,331+93.5% | $3,767+379.3% |
| Admin fee / account holder | $174 | $2,405-92.8% | $16,305-98.9% | $2,969-94.1% |