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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,692 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,989 |
Participant 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 | $76,685 | $129,021-40.6% | $184,203-58.4% | $77,643-1.2% |
| Participation rate | 77.1% | 87.3%-10.3pp | 86.8%-9.7pp | 70.6%+6.5pp |
| Annual return | 16.23% | 33.27%-17.0pp | 28.81%-12.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,469 | $4,413-44.0% | $6,427-61.6% | $2,726-9.4% |
| Participant deferral / active EE | $4,138 | $7,297-43.3% | $9,131-54.7% | $4,647-11.0% |
| Admin fee / account holder | -$32 | $254-112.6% | $13,901-100.2% | $430-107.4% |