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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,549 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,761 | $112,623+8.1% | $106,213+14.6% | $199,593-39.0% |
| Participation rate | 96.9% | 86.2%+10.7pp | 75.3%+21.6pp | 72.0%+25.0pp |
| Annual return | 16.04% | 15.57%+0.5pp | 116.14%-100.1pp | 34.25%-18.2pp |
| Employer contribution / active EE | $8,849 | $4,575+93.4% | $3,171+179.0% | $3,034+191.6% |
| Participant deferral / active EE | $12,035 | $6,659+80.7% | $5,016+139.9% | $5,087+136.6% |
| Admin fee / account holder | $81 | $107-23.9% | $11,033-99.3% | $269-69.7% |