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) | $9,476 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,388 | $101,317-16.7% | $146,958-42.6% | $74,495+13.3% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 19.55% | 8730.91%-8711.4pp | 418.34%-398.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $4,590 | $3,810+20.5% | $4,933-7.0% | $2,623+75.0% |
| Participant deferral / active EE | $9,844 | $7,303+34.8% | $8,070+22.0% | $4,346+126.5% |
| Admin fee / account holder | $57 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |