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) | $48,623 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,157 | $98,727+96.7% | $113,168+71.6% | $85,563+126.9% |
| Participation rate | 87.8% | 80.8%+7.0pp | 76.6%+11.3pp | 66.0%+21.9pp |
| Annual return | 19.11% | 17.43%+1.7pp | 24.27%-5.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $5,284 | $2,907+81.8% | $2,975+77.6% | $2,654+99.1% |
| Participant deferral / active EE | $11,300 | $5,424+108.3% | $5,107+121.3% | $4,375+158.3% |
| Admin fee / account holder | $108 | $357-69.8% | $12,068-99.1% | $834-87.1% |