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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,861 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,284 | $61,058-66.8% | $71,209-71.5% | $85,563-76.3% |
| Participation rate | 73.2% | 58.6%+14.6pp | 73.8%-0.5pp | 66.0%+7.2pp |
| Annual return | 16.90% | 100.41%-83.5pp | 282.51%-265.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,218 | $3,173+1.4% | $4,175-22.9% | $4,375-26.4% |
| Admin fee / account holder | $4 | $855-99.5% | $5,349-99.9% | $834-99.5% |