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 60 · EIN 04-2647786 | Sub-TA Fees | $83,582 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,830 |
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 | $206,444 | $129,021+60.0% | $184,203+12.1% | $77,643+165.9% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 18.39% | 33.27%-14.9pp | 28.81%-10.4pp | 31.24%-12.9pp |
| Employer contribution / active EE | $11,423 | $4,413+158.9% | $6,427+77.7% | $2,726+319.1% |
| Participant deferral / active EE | $14,661 | $7,297+100.9% | $9,131+60.6% | $4,647+215.5% |
| Admin fee / account holder | $103 | $254-59.3% | $13,901-99.3% | $430-76.0% |