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) | $22,774 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,302 | $79,171+88.6% | $102,423+45.8% | $74,495+100.4% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 23.10% | 54.93%-31.8pp | 29.32%-6.2pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $7,317 | $2,362+209.7% | $3,023+142.0% | $2,623+179.0% |
| Participant deferral / active EE | $14,762 | $4,415+234.3% | $5,053+192.1% | $4,346+239.7% |
| Admin fee / account holder | $63 | $2,001-96.8% | $9,451-99.3% | $1,942-96.7% |