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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,503 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,404 | $78,485+82.7% | $106,213+35.0% | $74,495+92.5% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.1pp | 67.2%+26.1pp |
| Annual return | 13.21% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $10,855 | $2,523+330.3% | $3,171+242.3% | $2,623+313.9% |
| Participant deferral / active EE | $12,641 | $4,322+192.5% | $5,016+152.0% | $4,346+190.9% |
| Admin fee / account holder | $87 | $2,232-96.1% | $11,033-99.2% | $1,942-95.5% |