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 37 · EIN 04-2647786 | Loan Processing | $64,263 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,776 | $98,727-47.6% | $113,168-54.2% | $85,563-39.5% |
| Participation rate | 95.1% | 80.8%+14.3pp | 76.6%+18.5pp | 66.0%+29.1pp |
| Annual return | 19.67% | 17.43%+2.2pp | 24.27%-4.6pp | 31.51%-11.8pp |
| Employer contribution / active EE | $2,101 | $2,907-27.7% | $2,975-29.4% | $2,654-20.8% |
| Participant deferral / active EE | $4,562 | $5,424-15.9% | $5,107-10.7% | $4,375+4.3% |
| Admin fee / account holder | $94 | $357-73.8% | $12,068-99.2% | $834-88.8% |