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) | $10,629 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,525 | $89,808+47.6% | $100,391+32.0% | $77,643+70.7% |
| Participation rate | 93.7% | 81.2%+12.5pp | 81.5%+12.2pp | 70.6%+23.1pp |
| Annual return | 16.21% | 20.62%-4.4pp | 49.20%-33.0pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,757 | $3,039-42.2% | $3,942-55.4% | $2,726-35.6% |
| Participant deferral / active EE | $7,029 | $8,284-15.1% | $8,082-13.0% | $4,647+51.3% |
| Admin fee / account holder | $35 | $174-79.9% | $7,899-99.6% | $430-91.8% |