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) | $26,484 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $16,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$17,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,266 | $98,727+8.6% | $113,168-5.2% | $85,563+25.4% |
| Participation rate | 64.8% | 80.8%-16.1pp | 76.6%-11.8pp | 66.0%-1.2pp |
| Annual return | 22.17% | 17.43%+4.7pp | 24.27%-2.1pp | 31.51%-9.3pp |
| Employer contribution / active EE | $2,588 | $2,907-11.0% | $2,975-13.0% | $2,654-2.5% |
| Participant deferral / active EE | $6,167 | $5,424+13.7% | $5,107+20.8% | $4,375+40.9% |
| Admin fee / account holder | $47 | $357-86.9% | $12,068-99.6% | $834-94.4% |