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) | $16,899 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,269 | $95,880-16.3% | $107,525-25.3% | $85,563-6.2% |
| Participation rate | 27.2% | 70.1%-42.9pp | 75.1%-47.9pp | 66.0%-38.7pp |
| Annual return | 16.95% | 68.06%-51.1pp | 181.32%-164.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $1,761 | $3,812-53.8% | $3,754-53.1% | $2,654-33.6% |
| Participant deferral / active EE | $3,248 | $4,201-22.7% | $5,116-36.5% | $4,375-25.8% |
| Admin fee / account holder | $44 | $1,025-95.7% | $8,919-99.5% | $834-94.8% |