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) | $13,119 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,590 | $108,719+50.5% | $101,326+61.5% | $85,563+91.2% |
| Participation rate | 93.7% | 80.9%+12.8pp | 81.5%+12.2pp | 66.0%+27.7pp |
| Annual return | 20.32% | 20.95%-0.6pp | 36.82%-16.5pp | 31.51%-11.2pp |
| Employer contribution / active EE | $1,949 | $3,114-37.4% | $3,665-46.8% | $2,654-26.5% |
| Participant deferral / active EE | $7,620 | $8,545-10.8% | $7,994-4.7% | $4,375+74.2% |
| Admin fee / account holder | $41 | $685-94.0% | $11,185-99.6% | $834-95.0% |