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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,776 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,453 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,429 | $69,763-4.8% | $67,502-1.6% | $74,495-10.8% |
| Participation rate | 84.6% | 71.4%+13.2pp | 72.9%+11.7pp | 67.2%+17.4pp |
| Annual return | 15.86% | -40.34%+56.2pp | 3512.12%-3496.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,612 | $2,704-3.4% | $2,731-4.3% | $2,623-0.4% |
| Participant deferral / active EE | $6,313 | $3,636+73.6% | $4,000+57.8% | $4,346+45.3% |
| Admin fee / account holder | $56 | $896-93.8% | $3,998-98.6% | $1,942-97.1% |