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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,970 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,072 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,889 | $57,831+0.1% | $82,389-29.7% | $85,563-32.3% |
| Participation rate | 95.2% | 55.0%+40.2pp | 69.5%+25.6pp | 66.0%+29.2pp |
| Annual return | 14.92% | 17.86%-2.9pp | 28.67%-13.7pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,194 | $1,643-27.3% | $2,517-52.6% | $2,654-55.0% |
| Participant deferral / active EE | $4,432 | $3,118+42.2% | $4,155+6.7% | $4,375+1.3% |
| Admin fee / account holder | $269 | $1,391-80.7% | $7,231-96.3% | $834-67.8% |