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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,345 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,707 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,671 | $98,727+59.7% | $113,168+39.3% | $85,563+84.3% |
| Participation rate | 94.4% | 80.8%+13.6pp | 76.6%+17.8pp | 66.0%+28.4pp |
| Annual return | 21.51% | 17.43%+4.1pp | 24.27%-2.8pp | 31.51%-10.0pp |
| Employer contribution / active EE | $4,266 | $2,907+46.7% | $2,975+43.4% | $2,654+60.7% |
| Participant deferral / active EE | $7,492 | $5,424+38.1% | $5,107+46.7% | $4,375+71.2% |
| Admin fee / account holder | $70 | $357-80.3% | $12,068-99.4% | $834-91.6% |