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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,518 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,917 | $84,556+160.1% | $116,228+89.2% | $74,304+196.0% |
| Participation rate | 95.4% | 66.0%+29.4pp | 74.6%+20.9pp | 60.3%+35.1pp |
| Annual return | 18.94% | 18.35%+0.6pp | 90.06%-71.1pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,034 | $2,168+40.0% | $2,994+1.3% | $2,241+35.4% |
| Participant deferral / active EE | $14,853 | $3,814+289.4% | $4,953+199.9% | $3,767+294.3% |
| Admin fee / account holder | $43 | $3,792-98.9% | $11,989-99.6% | $2,969-98.6% |