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 INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $47,440 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,730 | $163,264+2.1% | $155,509+7.2% | - |
| Participation rate | 99.6% | 62.7%+36.9pp | 78.2%+21.4pp | - |
| Annual return | 14.67% | 19.38%-4.7pp | 64.67%-50.0pp | - |
| Employer contribution / active EE | $6,316 | $2,490+153.7% | $4,672+35.2% | - |
| Participant deferral / active EE | $6,551 | $2,914+124.8% | $5,626+16.4% | - |
| Admin fee / account holder | $167 | $96,217-99.8% | $15,912-99.0% | - |