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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,074 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,233 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,846 | $119,446+135.1% | $150,045+87.2% | $85,563+228.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 18.45% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $15,785 | $4,078+287.1% | $4,693+236.3% | $2,654+494.9% |
| Participant deferral / active EE | $17,965 | $7,985+125.0% | $7,997+124.7% | $4,375+310.6% |
| Admin fee / account holder | $22 | $548-96.1% | $13,435-99.8% | $834-97.4% |