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) | $16,217 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,478 | $88,890+26.5% | $102,423+9.8% | $77,643+44.9% |
| Participation rate | 81.2% | 80.9%+0.2pp | 76.5%+4.7pp | 70.6%+10.6pp |
| Annual return | 15.57% | 24.98%-9.4pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,362 | $2,698+24.6% | $3,023+11.2% | $2,726+23.3% |
| Participant deferral / active EE | $5,751 | $5,145+11.8% | $5,053+13.8% | $4,647+23.7% |
| Admin fee / account holder | $36 | $235-84.9% | $9,451-99.6% | $430-91.7% |