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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,906 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,792 | $89,436+56.3% | $164,813-15.2% | $77,643+80.0% |
| Participation rate | 94.4% | 78.6%+15.8pp | 78.6%+15.8pp | 70.6%+23.9pp |
| Annual return | 15.50% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $5,034 | $2,569+96.0% | $4,341+16.0% | $2,726+84.7% |
| Participant deferral / active EE | $12,073 | $4,897+146.6% | $6,031+100.2% | $4,647+159.8% |
| Admin fee / account holder | $19 | $339-94.4% | $12,690-99.9% | $430-95.6% |