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 64 · EIN 04-2647786 | Recordkeeping Fees | $38,756 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,544 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,796 | $92,055-24.2% | $106,213-34.3% | $77,643-10.1% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 11.82% | 17.91%-6.1pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,598 | $3,367+6.9% | $3,171+13.5% | $2,726+32.0% |
| Participant deferral / active EE | $3,517 | $5,386-34.7% | $5,016-29.9% | $4,647-24.3% |
| Admin fee / account holder | $83 | $219-62.2% | $11,033-99.2% | $430-80.8% |