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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,889 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,386 | $122,239+99.9% | $184,203+32.7% | $74,495+228.1% |
| Participation rate | 95.2% | 85.5%+9.8pp | 86.8%+8.4pp | 67.2%+28.0pp |
| Annual return | 23.12% | 19.95%+3.2pp | 28.81%-5.7pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $3,937 | $4,537-13.2% | $6,427-38.7% | $2,623+50.1% |
| Participant deferral / active EE | $18,262 | $7,139+155.8% | $9,131+100.0% | $4,346+320.2% |
| Admin fee / account holder | $31 | $1,260-97.5% | $13,901-99.8% | $1,942-98.4% |