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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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,950 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,090 | $185,200-33.5% | $142,863-13.8% | $167,490-26.5% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 15.11% | 8555.70%-8540.6pp | 5637.54%-5622.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,414 | $5,604-21.2% | $4,144+6.5% | $4,837-8.7% |
| Participant deferral / active EE | $12,847 | $4,494+185.8% | $3,837+234.8% | $6,341+102.6% |
| Admin fee / account holder | $13 | $8,031-99.8% | $6,560-99.8% | $12,309-99.9% |