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) | $13,012 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,561 | $119,446+33.6% | $150,045+6.3% | $85,563+86.5% |
| Participation rate | 96.6% | 75.4%+21.2pp | 82.3%+14.3pp | 66.0%+30.7pp |
| Annual return | 20.38% | 23.72%-3.3pp | 62.55%-42.2pp | 31.51%-11.1pp |
| Employer contribution / active EE | $7,693 | $4,078+88.6% | $4,693+63.9% | $2,654+189.9% |
| Participant deferral / active EE | $13,337 | $7,985+67.0% | $7,997+66.8% | $4,375+204.8% |
| Admin fee / account holder | $11 | $548-98.0% | $13,435-99.9% | $834-98.7% |