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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,514 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,556 | $62,624+71.7% | $177,989-39.6% | $77,643+38.5% |
| Participation rate | 89.8% | 66.8%+23.0pp | 77.1%+12.7pp | 70.6%+19.2pp |
| Annual return | 15.29% | 16.16%-0.9pp | 294.48%-279.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $6,051 | $1,909+217.0% | $3,949+53.2% | $2,726+122.0% |
| Participant deferral / active EE | $4,133 | $4,219-2.0% | $6,276-34.1% | $4,647-11.1% |
| Admin fee / account holder | $65 | $386-83.2% | $10,363-99.4% | $430-84.9% |