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) | $26,055 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,035 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $6,196 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $6,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,988 | $104,919+0.1% | $116,228-9.7% | $85,563+22.7% |
| Participation rate | 91.2% | 78.6%+12.6pp | 74.6%+16.7pp | 66.0%+25.3pp |
| Annual return | 18.32% | 15.38%+2.9pp | 90.06%-71.7pp | 31.51%-13.2pp |
| Employer contribution / active EE | $2,519 | $3,485-27.7% | $2,994-15.9% | $2,654-5.1% |
| Participant deferral / active EE | $4,895 | $5,306-7.7% | $4,953-1.2% | $4,375+11.9% |
| Admin fee / account holder | $54 | $429-87.5% | $11,989-99.6% | $834-93.6% |