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) | $5,725 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,146 | $96,484+10.0% | $156,263-32.1% | $74,304+42.9% |
| Participation rate | 76.6% | 67.7%+8.9pp | 78.9%-2.3pp | 60.3%+16.3pp |
| Annual return | 15.54% | 17.73%-2.2pp | 59.47%-43.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $987 | $2,528-61.0% | $4,333-77.2% | $2,241-56.0% |
| Participant deferral / active EE | $6,165 | $4,286+43.8% | $6,158+0.1% | $3,767+63.7% |
| Admin fee / account holder | $49 | $3,728-98.7% | $14,255-99.7% | $2,969-98.3% |