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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,530 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,996 | $88,890+170.0% | $102,423+134.3% | $77,643+209.1% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 20.25% | 24.98%-4.7pp | 29.32%-9.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $2,828 | $2,698+4.8% | $3,023-6.5% | $2,726+3.7% |
| Participant deferral / active EE | $21,008 | $5,145+308.3% | $5,053+315.8% | $4,647+352.0% |
| Admin fee / account holder | $46 | $235-80.4% | $9,451-99.5% | $430-89.3% |