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 7-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $27,038 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,416 | $81,625-52.9% | $167,512-77.1% | $74,304-48.3% |
| Participation rate | 80.5% | 60.0%+20.5pp | 77.1%+3.4pp | 60.3%+20.1pp |
| Annual return | 16.42% | 26.09%-9.7pp | 1615.79%-1599.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,944 | $2,010-3.3% | $3,882-49.9% | $2,241-13.3% |
| Participant deferral / active EE | $3,470 | $4,115-15.7% | $6,405-45.8% | $3,767-7.9% |
| Admin fee / account holder | $202 | $3,474-94.2% | $9,769-97.9% | $2,969-93.2% |