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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,120 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,494 | $2,679,533-96.9% | $164,813-49.9% | $199,593-58.7% |
| Participation rate | 94.1% | 78.3%+15.8pp | 78.6%+15.5pp | 72.0%+22.2pp |
| Annual return | 13.97% | 17.93%-4.0pp | 69.93%-56.0pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,691 | $2,970-9.4% | $4,341-38.0% | $3,034-11.3% |
| Participant deferral / active EE | $8,072 | $5,010+61.1% | $6,031+33.8% | $5,087+58.7% |
| Admin fee / account holder | $94 | $1,982-95.3% | $12,690-99.3% | $269-65.1% |