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) | $8,366 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,289 | $79,171+55.7% | $102,423+20.4% | $74,495+65.5% |
| Participation rate | 80.5% | 74.8%+5.7pp | 76.5%+4.0pp | 67.2%+13.3pp |
| Annual return | 17.15% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,766 | $2,362-25.3% | $3,023-41.6% | $2,623-32.7% |
| Participant deferral / active EE | $4,857 | $4,415+10.0% | $5,053-3.9% | $4,346+11.8% |
| Admin fee / account holder | $64 | $2,001-96.8% | $9,451-99.3% | $1,942-96.7% |