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 |
|---|---|---|
STRTEGIC ADVISORS, INC1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,460 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,400 |
Filed as: FIDELITY Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,792 | $78,485+14.4% | $106,213-15.5% | $74,495+20.5% |
| Participation rate | 91.8% | 72.8%+19.0pp | 75.3%+16.5pp | 67.2%+24.6pp |
| Annual return | 14.41% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,636 | $2,523+44.1% | $3,171+14.6% | $2,623+38.6% |
| Participant deferral / active EE | $3,157 | $4,322-27.0% | $5,016-37.1% | $4,346-27.4% |
| Admin fee / account holder | $70 | $2,232-96.9% | $11,033-99.4% | $1,942-96.4% |