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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,380 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,479 | $89,588+27.8% | $136,007-15.8% | $77,643+47.4% |
| Participation rate | 96.5% | 74.3%+22.2pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 15.82% | 17.42%-1.6pp | 579.32%-563.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,107 | $3,491+17.7% | $4,217-2.6% | $2,726+50.7% |
| Participant deferral / active EE | $9,220 | $5,591+64.9% | $7,025+31.3% | $4,647+98.4% |
| Admin fee / account holder | $38 | $539-93.0% | $6,858-99.5% | $430-91.2% |