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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,287 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,651 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,800 | $88,083-7.1% | $164,813-50.4% | $74,495+9.8% |
| Participation rate | 84.5% | 73.0%+11.5pp | 78.6%+5.9pp | 67.2%+17.3pp |
| Annual return | 17.38% | 17.26%+0.1pp | 69.93%-52.6pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,417 | $2,593-45.3% | $4,341-67.4% | $2,623-46.0% |
| Participant deferral / active EE | $3,405 | $4,498-24.3% | $6,031-43.5% | $4,346-21.6% |
| Admin fee / account holder | $66 | $2,234-97.1% | $12,690-99.5% | $1,942-96.6% |