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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,280 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,388 | $88,581-19.4% | $145,661-51.0% | $74,304-3.9% |
| Participation rate | 92.9% | 64.9%+27.9pp | 77.2%+15.6pp | 60.3%+32.5pp |
| Annual return | 18.15% | 34.30%-16.2pp | 101.46%-83.3pp | 29.43%-11.3pp |
| Employer contribution / active EE | $859 | $2,612-67.1% | $4,238-79.7% | $2,241-61.7% |
| Participant deferral / active EE | $4,935 | $4,151+18.9% | $7,198-31.4% | $3,767+31.0% |
| Admin fee / account holder | $136 | $2,953-95.4% | $12,466-98.9% | $2,969-95.4% |