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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,972 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,844 |
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 | $117,016 | $108,549+7.8% | $156,263-25.1% | $85,563+36.8% |
| Participation rate | 49.4% | 77.1%-27.7pp | 78.9%-29.5pp | 66.0%-16.6pp |
| Annual return | 13.78% | 21.79%-8.0pp | 59.47%-45.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,044 | $2,690-61.2% | $4,333-75.9% | $2,654-60.6% |
| Participant deferral / active EE | $2,520 | $4,800-47.5% | $6,158-59.1% | $4,375-42.4% |
| Admin fee / account holder | $85 | $650-86.9% | $14,255-99.4% | $834-89.8% |