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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,369 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,514 | $2,679,533-97.6% | $164,813-61.5% | $199,593-68.2% |
| Participation rate | 92.3% | 78.3%+14.0pp | 78.6%+13.7pp | 72.0%+20.4pp |
| Annual return | 20.76% | 17.93%+2.8pp | 69.93%-49.2pp | 34.25%-13.5pp |
| Employer contribution / active EE | $2,603 | $2,970-12.4% | $4,341-40.0% | $3,034-14.2% |
| Participant deferral / active EE | $5,221 | $5,010+4.2% | $6,031-13.4% | $5,087+2.6% |
| Admin fee / account holder | $4 | $1,982-99.8% | $12,690-100.0% | $269-98.5% |