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) | $14,158 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,849 | $88,083+111.0% | $164,813+12.8% | $74,495+149.5% |
| Participation rate | 79.7% | 73.0%+6.7pp | 78.6%+1.1pp | 67.2%+12.5pp |
| Annual return | 17.44% | 17.26%+0.2pp | 69.93%-52.5pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $3,427 | $2,593+32.2% | $4,341-21.1% | $2,623+30.6% |
| Participant deferral / active EE | $12,878 | $4,498+186.3% | $6,031+113.5% | $4,346+196.3% |
| Admin fee / account holder | $72 | $2,234-96.8% | $12,690-99.4% | $1,942-96.3% |