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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,497 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,093 | $119,446+47.4% | $150,045+17.4% | $85,563+105.8% |
| Participation rate | 98.3% | 75.4%+22.9pp | 82.3%+16.0pp | 66.0%+32.3pp |
| Annual return | 18.20% | 23.72%-5.5pp | 62.55%-44.3pp | 31.51%-13.3pp |
| Employer contribution / active EE | $4,849 | $4,078+18.9% | $4,693+3.3% | $2,654+82.7% |
| Participant deferral / active EE | $9,574 | $7,985+19.9% | $7,997+19.7% | $4,375+118.8% |
| Admin fee / account holder | $29 | $548-94.7% | $13,435-99.8% | $834-96.5% |