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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,812 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,961 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,380 | $79,171+139.2% | $102,423+84.9% | $74,495+154.2% |
| Participation rate | 95.2% | 74.8%+20.4pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 15.07% | 54.93%-39.9pp | 29.32%-14.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,659 | $2,362+54.9% | $3,023+21.0% | $2,623+39.5% |
| Participant deferral / active EE | $6,767 | $4,415+53.3% | $5,053+33.9% | $4,346+55.7% |
| Admin fee / account holder | $84 | $2,001-95.8% | $9,451-99.1% | $1,942-95.7% |