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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,750 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,313 | $57,610-30.0% | $154,803-74.0% | $102,872-60.8% |
| Participation rate | 93.6% | 59.5%+34.2pp | 78.1%+15.6pp | 73.0%+20.6pp |
| Annual return | 19.65% | 30.49%-10.8pp | 58.88%-39.2pp | 19.06%+0.6pp |
| Employer contribution / active EE | $1,730 | $1,883-8.1% | $4,305-59.8% | $3,526-50.9% |
| Participant deferral / active EE | $4,514 | $2,914+54.9% | $5,540-18.5% | $5,535-18.5% |
| Admin fee / account holder | $104 | $368-71.7% | $14,329-99.3% | $292-64.4% |