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) | $12,137 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,346 | $96,484+33.0% | $156,263-17.9% | $74,304+72.7% |
| Participation rate | 98.6% | 67.7%+31.0pp | 78.9%+19.7pp | 60.3%+38.3pp |
| Annual return | 13.46% | 17.73%-4.3pp | 59.47%-46.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,331 | $2,528-47.4% | $4,333-69.3% | $2,241-40.6% |
| Participant deferral / active EE | $4,721 | $4,286+10.1% | $6,158-23.3% | $3,767+25.3% |
| Admin fee / account holder | $82 | $3,728-97.8% | $14,255-99.4% | $2,969-97.2% |