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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,411 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,648 | $119,446-22.4% | $150,045-38.3% | $85,563+8.3% |
| Participation rate | 96.4% | 75.4%+21.0pp | 82.3%+14.1pp | 66.0%+30.5pp |
| Annual return | 19.12% | 23.72%-4.6pp | 62.55%-43.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $1,538 | $4,078-62.3% | $4,693-67.2% | $2,654-42.0% |
| Participant deferral / active EE | $11,365 | $7,985+42.3% | $7,997+42.1% | $4,375+159.8% |
| Admin fee / account holder | $116 | $548-78.8% | $13,435-99.1% | $834-86.1% |