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 | $47,903 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,707 | $63,770+51.7% | $71,209+35.8% | $102,872-6.0% |
| Participation rate | 48.4% | 61.0%-12.6pp | 73.8%-25.3pp | 73.0%-24.6pp |
| Annual return | 16.60% | 16.01%+0.6pp | 282.51%-265.9pp | 19.06%-2.5pp |
| Employer contribution / active EE | $1,367 | $2,367-42.2% | $2,721-49.7% | $3,526-61.2% |
| Participant deferral / active EE | $2,253 | $3,587-37.2% | $4,175-46.0% | $5,535-59.3% |
| Admin fee / account holder | $90 | $220-59.1% | $5,349-98.3% | $292-69.2% |