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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,103 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN Service code 10 · EIN 33-1498605 | Accounting | $21,675 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,275 | $89,436+9.9% | $164,813-40.4% | $77,643+26.6% |
| Participation rate | 92.6% | 78.6%+14.0pp | 78.6%+14.0pp | 70.6%+22.0pp |
| Annual return | 15.34% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,863 | $2,569+11.5% | $4,341-34.0% | $2,726+5.0% |
| Participant deferral / active EE | $7,220 | $4,897+47.5% | $6,031+19.7% | $4,647+55.4% |
| Admin fee / account holder | $165 | $339-51.4% | $12,690-98.7% | $430-61.7% |