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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,272 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,725 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,833 | $80,724+69.5% | $103,333+32.4% | $74,495+83.7% |
| Participation rate | 89.7% | 65.7%+24.0pp | 74.5%+15.2pp | 67.2%+22.5pp |
| Annual return | 16.52% | 27.56%-11.0pp | 24.88%-8.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,942 | $3,157-6.8% | $3,868-23.9% | $2,623+12.1% |
| Participant deferral / active EE | $8,413 | $3,860+117.9% | $5,057+66.3% | $4,346+93.6% |
| Admin fee / account holder | $1 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |