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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,931 |
PLANTE & MORAN, PLLC11+ years Filed as: PLANTE & MORAN Service code 10 · EIN 33-1498605 | Accounting | $20,950 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,865 | $108,549+3.1% | $156,263-28.4% | $85,563+30.7% |
| Participation rate | 96.5% | 77.1%+19.4pp | 78.9%+17.6pp | 66.0%+30.5pp |
| Annual return | 18.54% | 21.79%-3.3pp | 59.47%-40.9pp | 31.51%-13.0pp |
| Employer contribution / active EE | $2,341 | $2,690-13.0% | $4,333-46.0% | $2,654-11.8% |
| Participant deferral / active EE | $7,614 | $4,800+58.6% | $6,158+23.6% | $4,375+74.0% |
| Admin fee / account holder | $176 | $650-73.0% | $14,255-98.8% | $834-78.9% |