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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,705 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,161 | $66,098+42.5% | $101,794-7.5% | $74,304+26.7% |
| Participation rate | 89.7% | 53.8%+35.9pp | 69.2%+20.5pp | 60.3%+29.3pp |
| Annual return | 14.85% | 19.59%-4.7pp | 30.53%-15.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,114 | $1,082+95.5% | $2,289-7.6% | $2,241-5.7% |
| Participant deferral / active EE | $3,966 | $2,781+42.6% | $4,084-2.9% | $3,767+5.3% |
| Admin fee / account holder | $192 | $4,146-95.4% | $8,777-97.8% | $2,969-93.5% |