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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $81,547 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,010 |
COULTER & JUSTUS7 years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $15,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$148,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,856 | $96,486-18.3% | $153,485-48.6% | $77,643+1.6% |
| Participation rate | 92.5% | 81.6%+10.8pp | 77.1%+15.4pp | 70.6%+21.9pp |
| Annual return | 14.32% | 14.44%-0.1pp | 15.65%-1.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,286 | $5,224-18.0% | $5,039-14.9% | $2,726+57.2% |
| Participant deferral / active EE | $5,601 | $6,609-15.3% | $6,757-17.1% | $4,647+20.5% |
| Admin fee / account holder | -$4 | $182-102.4% | $12,724-100.0% | $430-101.0% |