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) | $6,246 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,741 | $56,317+30.9% | $71,209+3.6% | $74,304-0.8% |
| Participation rate | 90.3% | 55.1%+35.2pp | 73.8%+16.6pp | 60.3%+30.0pp |
| Annual return | 17.50% | 42.83%-25.3pp | 282.51%-265.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,357 | $2,160-37.2% | $2,721-50.1% | $2,241-39.4% |
| Participant deferral / active EE | $4,536 | $2,788+62.7% | $4,175+8.6% | $3,767+20.4% |
| Admin fee / account holder | $34 | $2,290-98.5% | $5,349-99.4% | $2,969-98.8% |