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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $82,509 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,272 | $84,030-9.2% | $126,539-39.7% | $102,872-25.9% |
| Participation rate | 54.3% | 58.3%-4.0pp | 69.8%-15.5pp | 73.0%-18.7pp |
| Annual return | 30.40% | 17.79%+12.6pp | 425.95%-395.5pp | 19.06%+11.3pp |
| Employer contribution / active EE | $450 | $3,287-86.3% | $3,674-87.8% | $3,526-87.2% |
| Participant deferral / active EE | $3,645 | $3,749-2.8% | $4,083-10.7% | $5,535-34.2% |
| Admin fee / account holder | $70 | $299-76.6% | $6,065-98.8% | $292-76.0% |