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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,465 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,844 | $89,248+174.3% | $136,007+80.0% | $74,495+228.7% |
| Participation rate | 85.5% | 69.4%+16.0pp | 76.5%+9.0pp | 67.2%+18.3pp |
| Annual return | 13.52% | 22.76%-9.2pp | 579.32%-565.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $5,311 | $2,838+87.1% | $4,217+25.9% | $2,623+102.5% |
| Participant deferral / active EE | $9,392 | $4,598+104.3% | $7,025+33.7% | $4,346+116.1% |
| Admin fee / account holder | $100 | $1,545-93.5% | $6,858-98.5% | $1,942-94.8% |