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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,203 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,882 | $79,171+24.9% | $102,423-3.5% | $74,495+32.7% |
| Participation rate | 86.4% | 74.8%+11.6pp | 76.5%+9.9pp | 67.2%+19.2pp |
| Annual return | 13.37% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,134 | $2,362-9.7% | $3,023-29.4% | $2,623-18.6% |
| Participant deferral / active EE | $4,652 | $4,415+5.4% | $5,053-7.9% | $4,346+7.0% |
| Admin fee / account holder | $62 | $2,001-96.9% | $9,451-99.3% | $1,942-96.8% |