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) | $10,608 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,416 | $104,919+22.4% | $116,228+10.5% | $85,563+50.1% |
| Participation rate | 94.9% | 78.6%+16.3pp | 74.6%+20.3pp | 66.0%+28.9pp |
| Annual return | 16.79% | 15.38%+1.4pp | 90.06%-73.3pp | 31.51%-14.7pp |
| Employer contribution / active EE | $5,830 | $3,485+67.3% | $2,994+94.7% | $2,654+119.7% |
| Participant deferral / active EE | $7,624 | $5,306+43.7% | $4,953+53.9% | $4,375+74.2% |
| Admin fee / account holder | $8 | $429-98.0% | $11,989-99.9% | $834-99.0% |