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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,157 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,692 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,895 | $113,016+163.6% | $103,476+187.9% | $74,495+299.9% |
| Participation rate | 96.0% | 80.8%+15.3pp | 80.5%+15.5pp | 67.2%+28.8pp |
| Annual return | 18.91% | 23.24%-4.3pp | 23.90%-5.0pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $7,908 | $4,881+62.0% | $4,672+69.3% | $2,623+201.5% |
| Participant deferral / active EE | $11,752 | $7,279+61.4% | $6,623+77.4% | $4,346+170.4% |
| Admin fee / account holder | -$50 | $1,709-102.9% | $9,413-100.5% | $1,942-102.6% |