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) | $10,112 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$25,775 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,691 | $65,908+95.3% | $81,812+57.3% | $77,643+65.7% |
| Participation rate | 94.5% | 65.8%+28.7pp | 72.3%+22.1pp | 70.6%+23.9pp |
| Annual return | 16.73% | 26.64%-9.9pp | 773.79%-757.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,822 | $2,370+61.2% | $2,912+31.2% | $2,726+40.2% |
| Participant deferral / active EE | $4,809 | $3,505+37.2% | $4,319+11.4% | $4,647+3.5% |
| Admin fee / account holder | -$40 | $526-107.6% | $7,386-100.5% | $430-109.3% |