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) | $9,709 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,548 | $104,919+8.2% | $116,228-2.3% | $85,563+32.7% |
| Participation rate | 47.4% | 78.6%-31.2pp | 74.6%-27.2pp | 66.0%-18.6pp |
| Annual return | 17.06% | 15.38%+1.7pp | 90.06%-73.0pp | 31.51%-14.5pp |
| Employer contribution / active EE | $407 | $3,485-88.3% | $2,994-86.4% | $2,654-84.7% |
| Participant deferral / active EE | $2,732 | $5,306-48.5% | $4,953-44.8% | $4,375-37.6% |
| Admin fee / account holder | $79 | $429-81.5% | $11,989-99.3% | $834-90.5% |