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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,836 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,310 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,327 | $79,171+52.0% | $102,423+17.5% | $74,495+61.5% |
| Participation rate | 94.1% | 74.8%+19.3pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 20.85% | 54.93%-34.1pp | 29.32%-8.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,991 | $2,362+26.6% | $3,023-1.1% | $2,623+14.0% |
| Participant deferral / active EE | $6,315 | $4,415+43.0% | $5,053+25.0% | $4,346+45.3% |
| Admin fee / account holder | $49 | $2,001-97.5% | $9,451-99.5% | $1,942-97.5% |