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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,384 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,919 | $129,021-8.6% | $184,203-36.0% | $77,643+51.9% |
| Participation rate | 96.6% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.1pp |
| Annual return | 16.59% | 33.27%-16.7pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,161 | $4,413-5.7% | $6,427-35.3% | $2,726+52.6% |
| Participant deferral / active EE | $12,110 | $7,297+66.0% | $9,131+32.6% | $4,647+160.6% |
| Admin fee / account holder | $81 | $254-68.2% | $13,901-99.4% | $430-81.3% |