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.5 years Service code 27 · EIN 04-2654524 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $11,177 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $4,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,730 | $54,193+109.9% | $93,606+21.5% | $77,643+46.5% |
| Participation rate | 95.7% | 63.9%+31.8pp | 68.7%+27.0pp | 70.6%+25.1pp |
| Annual return | 14.49% | 30.54%-16.1pp | 133.20%-118.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $4,019 | $1,168+244.1% | $2,420+66.1% | $2,726+47.4% |
| Participant deferral / active EE | $6,412 | $3,144+103.9% | $4,411+45.3% | $4,647+38.0% |
| Admin fee / account holder | $44 | $576-92.3% | $8,285-99.5% | $430-89.7% |