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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,466 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,372 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $623,604 | $100,923+517.9% | $150,045+315.6% | $74,304+739.3% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.3%+7.7pp | 60.3%+29.7pp |
| Annual return | 18.30% | 51.77%-33.5pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $12,687 | $3,463+266.3% | $4,693+170.3% | $2,241+466.1% |
| Participant deferral / active EE | $10,445 | $6,709+55.7% | $7,997+30.6% | $3,767+177.3% |
| Admin fee / account holder | -$134 | $2,767-104.9% | $13,435-101.0% | $2,969-104.5% |