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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,308 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$42,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,886 | $96,188-53.3% | $75,972-40.9% | $99,062-54.7% |
| Participation rate | 65.2% | 72.7%-7.5pp | 69.1%-3.8pp | 71.6%-6.4pp |
| Annual return | 16.14% | 16.48%-0.3pp | 359.55%-343.4pp | 17.66%-1.5pp |
| Employer contribution / active EE | $1,729 | $3,167-45.4% | $2,685-35.6% | $3,262-47.0% |
| Participant deferral / active EE | $3,292 | $4,842-32.0% | $4,255-22.6% | $5,331-38.3% |
| Admin fee / account holder | $19 | $87-78.3% | $6,467-99.7% | $109-82.6% |