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) | $17,829 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$92,187 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $233,207 | $88,890+162.4% | $102,423+127.7% | $77,643+200.4% |
| Participation rate | 88.2% | 80.9%+7.3pp | 76.5%+11.7pp | 70.6%+17.6pp |
| Annual return | 16.01% | 24.98%-9.0pp | 29.32%-13.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,341 | $2,698+23.9% | $3,023+10.5% | $2,726+22.6% |
| Participant deferral / active EE | $8,103 | $5,145+57.5% | $5,053+60.4% | $4,647+74.4% |
| Admin fee / account holder | -$236 | $235-200.1% | $9,451-102.5% | $430-154.8% |