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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,781 |
Service code 10 · EIN 95-4345526 | Accounting | $14,500 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,915 | $57,831+186.9% | $82,389+101.4% | $85,563+93.9% |
| Participation rate | 75.7% | 55.0%+20.7pp | 69.5%+6.2pp | 66.0%+9.7pp |
| Annual return | 19.35% | 17.86%+1.5pp | 28.67%-9.3pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,668 | $1,643+1.5% | $2,517-33.7% | $2,654-37.1% |
| Participant deferral / active EE | $5,807 | $3,118+86.2% | $4,155+39.8% | $4,375+32.7% |
| Admin fee / account holder | $45 | $1,391-96.8% | $7,231-99.4% | $834-94.6% |