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) | $18,094 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,887 | $65,908+13.6% | $81,812-8.5% | $77,643-3.5% |
| Participation rate | 90.0% | 65.8%+24.2pp | 72.3%+17.7pp | 70.6%+19.4pp |
| Annual return | 13.34% | 26.64%-13.3pp | 773.79%-760.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,222 | $2,370-6.2% | $2,912-23.7% | $2,726-18.5% |
| Participant deferral / active EE | $4,879 | $3,505+39.2% | $4,319+13.0% | $4,647+5.0% |
| Admin fee / account holder | $30 | $526-94.3% | $7,386-99.6% | $430-93.0% |