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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,745 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,400 | $66,457+43.6% | $81,382+17.2% | $77,643+22.9% |
| Participation rate | 95.0% | 68.7%+26.3pp | 69.5%+25.6pp | 70.6%+24.5pp |
| Annual return | 16.55% | 15.93%+0.6pp | 24.73%-8.2pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,855 | $2,159+124.8% | $2,463+97.1% | $2,726+78.1% |
| Participant deferral / active EE | $6,639 | $3,679+80.4% | $3,883+71.0% | $4,647+42.8% |
| Admin fee / account holder | $7 | $583-98.9% | $5,768-99.9% | $430-98.5% |