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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,189 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $204,653 |
ARMANINO LLP10+ years Service code 10 · EIN 94-6214841 | Accounting | $25,148 |
Service code 27 · EIN 93-1242462 | Advisory (Plan) | $14,925 |
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 | $128,281 | $122,186+5.0% | $146,958-12.7% | $199,593-35.7% |
| Participation rate | 97.0% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+25.0pp |
| Annual return | 19.18% | 30.56%-11.4pp | 418.34%-399.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $2,952 | $4,093-27.9% | $4,933-40.2% | $3,034-2.7% |
| Participant deferral / active EE | $12,467 | $8,502+46.6% | $8,070+54.5% | $5,087+145.1% |
| Admin fee / account holder | $76 | $179-57.7% | $12,998-99.4% | $269-71.9% |