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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,354 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,809 | $92,055+16.0% | $106,213+0.6% | $77,643+37.6% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 16.63% | 17.91%-1.3pp | 116.14%-99.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $8,991 | $3,367+167.0% | $3,171+183.5% | $2,726+229.8% |
| Participant deferral / active EE | $7,553 | $5,386+40.3% | $5,016+50.6% | $4,647+62.5% |
| Admin fee / account holder | $128 | $219-41.5% | $11,033-98.8% | $430-70.2% |