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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,700 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,090 | $101,317-17.0% | $146,958-42.8% | $74,495+12.9% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 17.64% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,921 | $3,810-49.6% | $4,933-61.1% | $2,623-26.8% |
| Participant deferral / active EE | $11,941 | $7,303+63.5% | $8,070+48.0% | $4,346+174.8% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |