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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,648 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,650 | $54,193+6.4% | $93,606-38.4% | $77,643-25.7% |
| Participation rate | 90.4% | 63.9%+26.4pp | 68.7%+21.6pp | 70.6%+19.8pp |
| Annual return | 16.94% | 30.54%-13.6pp | 133.20%-116.3pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,016 | $1,168+72.6% | $2,420-16.7% | $2,726-26.0% |
| Participant deferral / active EE | $4,198 | $3,144+33.5% | $4,411-4.8% | $4,647-9.7% |
| Admin fee / account holder | $27 | $576-95.3% | $8,285-99.7% | $430-93.7% |