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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,286 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,946 | $100,923+182.3% | $150,045+89.9% | $74,304+283.5% |
| Participation rate | 93.6% | 70.1%+23.5pp | 82.3%+11.3pp | 60.3%+33.3pp |
| Annual return | 11.35% | 51.77%-40.4pp | 62.55%-51.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $5,968 | $3,463+72.3% | $4,693+27.2% | $2,241+166.3% |
| Participant deferral / active EE | $12,853 | $6,709+91.6% | $7,997+60.7% | $3,767+241.2% |
| Admin fee / account holder | $31 | $2,767-98.9% | $13,435-99.8% | $2,969-99.0% |