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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,865 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,208 | $89,248+20.1% | $136,007-21.2% | $74,495+43.9% |
| Participation rate | 82.7% | 69.4%+13.3pp | 76.5%+6.3pp | 67.2%+15.5pp |
| Annual return | 14.30% | 22.76%-8.5pp | 579.32%-565.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,461 | $2,838+22.0% | $4,217-17.9% | $2,623+32.0% |
| Participant deferral / active EE | $6,689 | $4,598+45.5% | $7,025-4.8% | $4,346+53.9% |
| Admin fee / account holder | $84 | $1,545-94.6% | $6,858-98.8% | $1,942-95.7% |