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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,064 |
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 | $252,085 | $79,171+218.4% | $102,423+146.1% | $74,495+238.4% |
| Participation rate | 94.5% | 74.8%+19.7pp | 76.5%+18.0pp | 67.2%+27.3pp |
| Annual return | 22.72% | 54.93%-32.2pp | 29.32%-6.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $5,596 | $2,362+136.9% | $3,023+85.1% | $2,623+113.3% |
| Participant deferral / active EE | $11,830 | $4,415+167.9% | $5,053+134.1% | $4,346+172.2% |
| Admin fee / account holder | -$16 | $2,001-100.8% | $9,451-100.2% | $1,942-100.8% |