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) | $59,612 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,943 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,311 | $122,186-39.2% | $146,958-49.4% | $199,593-62.8% |
| Participation rate | 93.5% | 78.3%+15.2pp | 82.2%+11.3pp | 72.0%+21.5pp |
| Annual return | 45.24% | 30.56%+14.7pp | 418.34%-373.1pp | 34.25%+11.0pp |
| Employer contribution / active EE | $2,853 | $4,093-30.3% | $4,933-42.2% | $3,034-6.0% |
| Participant deferral / active EE | $9,546 | $8,502+12.3% | $8,070+18.3% | $5,087+87.7% |
| Admin fee / account holder | $51 | $179-71.2% | $12,998-99.6% | $269-80.9% |