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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,125 | $84,556+3.0% | $116,228-25.0% | $74,304+17.3% |
| Participation rate | 89.1% | 66.0%+23.1pp | 74.6%+14.5pp | 60.3%+28.7pp |
| Annual return | 17.67% | 18.35%-0.7pp | 90.06%-72.4pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,698 | $2,168-21.7% | $2,994-43.3% | $2,241-24.2% |
| Participant deferral / active EE | $4,875 | $3,814+27.8% | $4,953-1.6% | $3,767+29.4% |
| Admin fee / account holder | -$16 | $3,792-100.4% | $11,989-100.1% | $2,969-100.6% |