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 6-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $21,807 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,623 | $100,923-49.8% | $150,045-66.3% | $74,304-31.9% |
| Participation rate | 85.5% | 70.1%+15.4pp | 82.3%+3.2pp | 60.3%+25.2pp |
| Annual return | 18.32% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $923 | $3,463-73.4% | $4,693-80.3% | $2,241-58.8% |
| Participant deferral / active EE | $4,586 | $6,709-31.6% | $7,997-42.6% | $3,767+21.7% |
| Admin fee / account holder | $82 | $2,767-97.0% | $13,435-99.4% | $2,969-97.2% |