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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,931 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $13,001 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,059 | $119,446-6.2% | $150,045-25.3% | $85,563+31.0% |
| Participation rate | 93.8% | 75.4%+18.4pp | 82.3%+11.5pp | 66.0%+27.9pp |
| Annual return | 21.80% | 23.72%-1.9pp | 62.55%-40.7pp | 31.51%-9.7pp |
| Employer contribution / active EE | $1,922 | $4,078-52.9% | $4,693-59.0% | $2,654-27.6% |
| Participant deferral / active EE | $12,649 | $7,985+58.4% | $7,997+58.2% | $4,375+189.1% |
| Admin fee / account holder | $87 | $548-84.2% | $13,435-99.4% | $834-89.6% |