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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,537 |
ARMANINO LLP5 years Service code 10 · EIN 33-2514127 | Accounting | $5,230 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$100,598 |
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 | $235,804 | $79,171+197.8% | $102,423+130.2% | $74,495+216.5% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 19.72% | 54.93%-35.2pp | 29.32%-9.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $10,390 | $2,362+339.8% | $3,023+243.7% | $2,623+296.1% |
| Participant deferral / active EE | $25,821 | $4,415+484.8% | $5,053+411.0% | $4,346+494.2% |
| Admin fee / account holder | -$202 | $2,001-110.1% | $9,451-102.1% | $1,942-110.4% |