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 FINANCIAL SERVICES6 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $52,979 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $29,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,066 | $55,415+176.2% | $155,509-1.6% | $74,495+105.5% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.3pp | 67.2%+27.3pp |
| Annual return | 12.14% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,834 | $2,267+201.4% | $4,672+46.3% | $2,623+160.5% |
| Participant deferral / active EE | $6,156 | $2,836+117.1% | $5,626+9.4% | $4,346+41.7% |
| Admin fee / account holder | $474 | $1,738-72.7% | $15,912-97.0% | $1,942-75.6% |