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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,151 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,787 | $89,808+14.5% | $100,391+2.4% | $77,643+32.4% |
| Participation rate | 96.1% | 81.2%+14.9pp | 81.5%+14.6pp | 70.6%+25.5pp |
| Annual return | 19.71% | 20.62%-0.9pp | 49.20%-29.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | $4,405 | $3,039+45.0% | $3,942+11.8% | $2,726+61.6% |
| Participant deferral / active EE | $17,363 | $8,284+109.6% | $8,082+114.8% | $4,647+273.6% |
| Admin fee / account holder | $70 | $174-60.0% | $7,899-99.1% | $430-83.8% |