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) | $32,916 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,031 | $57,831+219.9% | $82,389+124.6% | $85,563+116.3% |
| Participation rate | 85.0% | 55.0%+30.0pp | 69.5%+15.5pp | 66.0%+19.1pp |
| Annual return | 15.40% | 17.86%-2.5pp | 28.67%-13.3pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,259 | $1,643+37.5% | $2,517-10.3% | $2,654-14.9% |
| Participant deferral / active EE | $6,417 | $3,118+105.8% | $4,155+54.5% | $4,375+46.7% |
| Admin fee / account holder | $370 | $1,391-73.4% | $7,231-94.9% | $834-55.7% |