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) | $5,714 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,289 | $55,416+44.9% | $75,972+5.7% | $77,643+3.4% |
| Participation rate | 34.1% | 63.6%-29.5pp | 69.1%-35.0pp | 70.6%-36.5pp |
| Annual return | 12.35% | 17.07%-4.7pp | 359.55%-347.2pp | 31.24%-18.9pp |
| Employer contribution / active EE | $172 | $1,788-90.4% | $2,685-93.6% | $2,726-93.7% |
| Participant deferral / active EE | $2,626 | $3,447-23.8% | $4,255-38.3% | $4,647-43.5% |
| Admin fee / account holder | $87 | $414-78.9% | $6,467-98.6% | $430-79.7% |