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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,176 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,634 | $79,013+194.4% | $100,391+131.7% | $74,495+212.3% |
| Participation rate | 93.4% | 79.5%+13.9pp | 81.5%+11.9pp | 67.2%+26.2pp |
| Annual return | 19.38% | 20.41%-1.0pp | 49.20%-29.8pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $7,264 | $3,021+140.4% | $3,942+84.3% | $2,623+176.9% |
| Participant deferral / active EE | $15,998 | $7,760+106.2% | $8,082+97.9% | $4,346+268.1% |
| Admin fee / account holder | -$81 | $1,320-106.2% | $7,899-101.0% | $1,942-104.2% |