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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,852 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $8,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$17,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,442 | $122,186+14.9% | $146,958-4.4% | $199,593-29.6% |
| Participation rate | 85.4% | 78.3%+7.1pp | 82.2%+3.2pp | 72.0%+13.4pp |
| Annual return | 19.83% | 30.56%-10.7pp | 418.34%-398.5pp | 34.25%-14.4pp |
| Employer contribution / active EE | $3,323 | $4,093-18.8% | $4,933-32.6% | $3,034+9.5% |
| Participant deferral / active EE | $10,903 | $8,502+28.2% | $8,070+35.1% | $5,087+114.3% |
| Admin fee / account holder | $24 | $179-86.7% | $12,998-99.8% | $269-91.2% |