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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,462 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$45,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,934 | $92,055+22.7% | $106,213+6.3% | $77,643+45.5% |
| Participation rate | 94.7% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 15.11% | 17.91%-2.8pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,920 | $3,367+46.1% | $3,171+55.1% | $2,726+80.5% |
| Participant deferral / active EE | $7,513 | $5,386+39.5% | $5,016+49.8% | $4,647+61.7% |
| Admin fee / account holder | -$85 | $219-138.9% | $11,033-100.8% | $430-119.8% |