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.6+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 SOUTHPOINTE BLVD · CANONSBURG, PA 15317 | Advisory (Plan) | $84,649 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 WEST DEKALB PIKE · KING OF PRUSSIA, PA 19406 | Loan Processing | -$107,644 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,960 | $85,135+205.3% | $98,907+162.8% | $73,409+254.1% |
| Participation rate | 99.1% | 81.1%+18.0pp | 76.0%+23.1pp | 72.2%+26.9pp |
| Annual return | 14.60% | 19.14%-4.5pp | 196.43%-181.8pp | 59.29%-44.7pp |
| Employer contribution / active EE | $8,694 | $2,721+219.5% | $2,689+223.3% | $2,234+289.2% |
| Participant deferral / active EE | $6,675 | $4,349+53.5% | $4,244+57.3% | $3,805+75.4% |
| Admin fee / account holder | -$36 | $139-125.6% | $6,642-100.5% | $158-122.6% |