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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,466 |
Filed as: NA Service code 10 · EIN 46-2568909 | Accounting | $11,003 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,201 | $98,727+17.7% | $113,168+2.7% | $85,563+35.8% |
| Participation rate | 94.3% | 80.8%+13.5pp | 76.6%+17.8pp | 66.0%+28.4pp |
| Annual return | 16.71% | 17.43%-0.7pp | 24.27%-7.6pp | 31.51%-14.8pp |
| Employer contribution / active EE | $3,655 | $2,907+25.7% | $2,975+22.8% | $2,654+37.7% |
| Participant deferral / active EE | $7,320 | $5,424+34.9% | $5,107+43.3% | $4,375+67.3% |
| Admin fee / account holder | $85 | $357-76.3% | $12,068-99.3% | $834-89.9% |