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) | $16,287 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,240 | $155,364+10.9% | $103,476+66.5% | $77,643+121.8% |
| Participation rate | 81.0% | 85.5%-4.5pp | 80.5%+0.5pp | 70.6%+10.4pp |
| Annual return | 12.96% | 19.02%-6.1pp | 23.90%-10.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,705 | $5,949-54.5% | $4,672-42.1% | $2,726-0.8% |
| Participant deferral / active EE | $8,348 | $8,482-1.6% | $6,623+26.1% | $4,647+79.6% |
| Admin fee / account holder | $87 | $503-82.8% | $9,413-99.1% | $430-79.9% |