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 INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $44,229 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,300 | $50,982+285.0% | $154,803+26.8% | $85,563+129.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 16.50% | 30.35%-13.9pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $7,014 | $1,708+310.6% | $4,305+62.9% | $2,654+164.3% |
| Participant deferral / active EE | $7,039 | $2,474+184.5% | $5,540+27.0% | $4,375+60.9% |
| Admin fee / account holder | $158 | $846-81.4% | $14,329-98.9% | $834-81.1% |