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 | $76,237 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,568 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
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 | $176,986 | $119,446+48.2% | $150,045+18.0% | $85,563+106.8% |
| Participation rate | 95.9% | 75.4%+20.5pp | 82.3%+13.6pp | 66.0%+29.9pp |
| Annual return | 19.00% | 23.72%-4.7pp | 62.55%-43.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $8,223 | $4,078+101.6% | $4,693+75.2% | $2,654+209.9% |
| Participant deferral / active EE | $10,454 | $7,985+30.9% | $7,997+30.7% | $4,375+138.9% |
| Admin fee / account holder | $218 | $548-60.2% | $13,435-98.4% | $834-73.9% |