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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,823 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,734 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,136 | $79,171+116.2% | $102,423+67.1% | $74,495+129.7% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 22.39% | 54.93%-32.5pp | 29.32%-6.9pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $3,604 | $2,362+52.6% | $3,023+19.2% | $2,623+37.4% |
| Participant deferral / active EE | $11,974 | $4,415+171.2% | $5,053+137.0% | $4,346+175.5% |
| Admin fee / account holder | $340 | $2,001-83.0% | $9,451-96.4% | $1,942-82.5% |