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.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,376 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $20,463 |
Filed as: FIDELITY INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,855 | $122,693-34.9% | $184,203-56.6% | $199,593-60.0% |
| Participation rate | 99.4% | 86.8%+12.6pp | 86.8%+12.5pp | 72.0%+27.4pp |
| Annual return | 20.22% | 143.91%-123.7pp | 28.81%-8.6pp | 34.25%-14.0pp |
| Employer contribution / active EE | $4,619 | $4,584+0.7% | $6,427-28.1% | $3,034+52.2% |
| Participant deferral / active EE | $6,684 | $7,990-16.3% | $9,131-26.8% | $5,087+31.4% |
| Admin fee / account holder | $26 | $121-78.1% | $13,901-99.8% | $269-90.2% |