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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $71,054 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,751 |
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 | $137,210 | $57,610+138.2% | $154,803-11.4% | $102,872+33.4% |
| Participation rate | 96.8% | 59.5%+37.3pp | 78.1%+18.7pp | 73.0%+23.8pp |
| Annual return | 18.55% | 30.49%-11.9pp | 58.88%-40.3pp | 19.06%-0.5pp |
| Employer contribution / active EE | $5,005 | $1,883+165.8% | $4,305+16.2% | $3,526+41.9% |
| Participant deferral / active EE | $6,999 | $2,914+140.2% | $5,540+26.3% | $5,535+26.5% |
| Admin fee / account holder | $64 | $368-82.6% | $14,329-99.6% | $292-78.0% |