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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,089 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,162 | $122,186+34.4% | $146,958+11.7% | $199,593-17.8% |
| Participation rate | 96.1% | 78.3%+17.8pp | 82.2%+13.9pp | 72.0%+24.1pp |
| Annual return | 17.48% | 30.56%-13.1pp | 418.34%-400.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,508 | $4,093-14.3% | $4,933-28.9% | $3,034+15.6% |
| Participant deferral / active EE | $13,722 | $8,502+61.4% | $8,070+70.0% | $5,087+169.8% |
| Admin fee / account holder | $50 | $179-72.2% | $12,998-99.6% | $269-81.5% |