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 | $11,031 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $8,000 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,049 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,507 | $109,881+165.3% | $150,045+94.3% | $84,808+243.7% |
| Participation rate | 95.3% | 76.1%+19.2pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 17.35% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,865 | $3,561+36.6% | $4,693+3.7% | $2,631+84.9% |
| Participant deferral / active EE | $26,287 | $6,636+296.1% | $7,997+228.7% | $4,212+524.2% |
| Admin fee / account holder | $74 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |