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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.
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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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,887 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,693 | $89,436+20.4% | $164,813-34.7% | $77,643+38.7% |
| Participation rate | 52.9% | 78.6%-25.7pp | 78.6%-25.7pp | 70.6%-17.7pp |
| Annual return | 12.83% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,076 | $2,569-58.1% | $4,341-75.2% | $2,726-60.5% |
| Participant deferral / active EE | $2,649 | $4,897-45.9% | $6,031-56.1% | $4,647-43.0% |
| Admin fee / account holder | $72 | $339-78.8% | $12,690-99.4% | $430-83.3% |