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 |
|---|---|---|
CHARTER ADVISORY CORP7 years Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $21,668 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,887 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,226 | $79,171+88.5% | $102,423+45.7% | $74,495+100.3% |
| Participation rate | 66.9% | 74.8%-7.9pp | 76.5%-9.6pp | 67.2%-0.3pp |
| Annual return | 18.15% | 54.93%-36.8pp | 29.32%-11.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $3,442 | $2,362+45.7% | $3,023+13.9% | $2,623+31.2% |
| Participant deferral / active EE | $6,359 | $4,415+44.0% | $5,053+25.9% | $4,346+46.3% |
| Admin fee / account holder | $181 | $2,001-90.9% | $9,451-98.1% | $1,942-90.7% |