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) | $6,040 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $142,807 | $69,763+104.7% | $67,502+111.6% | $74,495+91.7% |
| Participation rate | 69.2% | 71.4%-2.2pp | 72.9%-3.7pp | 67.2%+2.0pp |
| Annual return | 14.75% | -40.34%+55.1pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,027 | $3,636+148.3% | $4,000+125.7% | $4,346+107.7% |
| Admin fee / account holder | $65 | $896-92.8% | $3,998-98.4% | $1,942-96.7% |