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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,574 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,219 | $31,741+45.6% | $56,411-18.1% | $199,593-76.8% |
| Participation rate | 23.7% | 32.3%-8.6pp | 52.5%-28.7pp | 72.0%-48.2pp |
| Annual return | 15.99% | 14.72%+1.3pp | 1701.33%-1685.3pp | 34.25%-18.3pp |
| Employer contribution / active EE | $386 | $508-24.0% | $1,039-62.9% | $3,034-87.3% |
| Participant deferral / active EE | $1,224 | $1,184+3.4% | $1,952-37.3% | $5,087-75.9% |
| Admin fee / account holder | $140 | $426-67.2% | $2,829-95.1% | $269-48.0% |