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 |
|---|---|---|
FINANCIAL ADVOCATES8 years Service code 16 · EIN 27-0435466 | Consulting | $48,176 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,669 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,596 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,896 | $88,890+162.0% | $102,423+127.4% | $77,643+200.0% |
| Participation rate | 90.7% | 80.9%+9.8pp | 76.5%+14.2pp | 70.6%+20.2pp |
| Annual return | 23.70% | 24.98%-1.3pp | 29.32%-5.6pp | 31.24%-7.5pp |
| Employer contribution / active EE | $7,880 | $2,698+192.1% | $3,023+160.6% | $2,726+189.1% |
| Participant deferral / active EE | $22,249 | $5,145+332.4% | $5,053+340.3% | $4,647+378.8% |
| Admin fee / account holder | $83 | $235-64.6% | $9,451-99.1% | $430-80.7% |