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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,685 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,871 | $35,197+19.0% | $53,898-22.3% | $102,872-59.3% |
| Participation rate | 68.6% | 29.6%+39.0pp | 55.0%+13.6pp | 73.0%-4.4pp |
| Annual return | 18.09% | 17.55%+0.5pp | 528.60%-510.5pp | 19.06%-1.0pp |
| Employer contribution / active EE | $547 | $713-23.2% | $932-41.3% | $3,526-84.5% |
| Participant deferral / active EE | $2,921 | $1,333+119.2% | $1,826+60.0% | $5,535-47.2% |
| Admin fee / account holder | $35 | $834-95.8% | $2,491-98.6% | $292-88.1% |