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) | $8,874 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,102 | $88,890+73.4% | $102,423+50.5% | $77,643+98.5% |
| Participation rate | 58.1% | 80.9%-22.9pp | 76.5%-18.4pp | 70.6%-12.5pp |
| Annual return | 18.09% | 24.98%-6.9pp | 29.32%-11.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,862 | $2,698+43.2% | $3,023+27.8% | $2,726+41.7% |
| Participant deferral / active EE | $6,257 | $5,145+21.6% | $5,053+23.8% | $4,647+34.6% |
| Admin fee / account holder | -$26 | $235-111.3% | $9,451-100.3% | $430-106.2% |