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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,775 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,363 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,767 | $89,436+74.2% | $164,813-5.5% | $77,643+100.6% |
| Participation rate | 87.2% | 78.6%+8.6pp | 78.6%+8.6pp | 70.6%+16.6pp |
| Annual return | 12.83% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $4,399 | $2,569+71.3% | $4,341+1.3% | $2,726+61.4% |
| Participant deferral / active EE | $6,461 | $4,897+31.9% | $6,031+7.1% | $4,647+39.0% |
| Admin fee / account holder | $65 | $339-80.9% | $12,690-99.5% | $430-84.9% |