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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,189 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,702 | $89,808+1.0% | $100,391-9.7% | $77,643+16.8% |
| Participation rate | 86.2% | 81.2%+5.0pp | 81.5%+4.7pp | 70.6%+15.6pp |
| Annual return | 17.89% | 20.62%-2.7pp | 49.20%-31.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,385 | $3,039-54.4% | $3,942-64.9% | $2,726-49.2% |
| Participant deferral / active EE | $8,149 | $8,284-1.6% | $8,082+0.8% | $4,647+75.3% |
| Admin fee / account holder | $28 | $174-84.2% | $7,899-99.7% | $430-93.6% |