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.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,625 |
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $6,175 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $80 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,405 | $50,815+40.5% | $155,509-54.1% | $77,643-8.0% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 10.60% | 34.80%-24.2pp | 64.67%-54.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $2,554 | $1,993+28.2% | $4,672-45.3% | $2,726-6.3% |
| Participant deferral / active EE | $2,745 | $2,822-2.7% | $5,626-51.2% | $4,647-40.9% |
| Admin fee / account holder | $27 | $437-93.7% | $15,912-99.8% | $430-93.6% |