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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,395 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,138 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,922 | $88,083+190.5% | $164,813+55.3% | $74,495+243.5% |
| Participation rate | 94.2% | 73.0%+21.2pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 19.94% | 17.26%+2.7pp | 69.93%-50.0pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $3,055 | $2,593+17.8% | $4,341-29.6% | $2,623+16.5% |
| Participant deferral / active EE | $7,511 | $4,498+67.0% | $6,031+24.5% | $4,346+72.8% |
| Admin fee / account holder | $123 | $2,234-94.5% | $12,690-99.0% | $1,942-93.7% |