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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,261 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,701 | $62,624+11.3% | $177,989-60.8% | $77,643-10.2% |
| Participation rate | 66.8% | 66.8%-0.1pp | 77.1%-10.3pp | 70.6%-3.8pp |
| Annual return | 16.54% | 16.16%+0.4pp | 294.48%-277.9pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,309 | $1,909-31.4% | $3,949-66.9% | $2,726-52.0% |
| Participant deferral / active EE | $3,925 | $4,219-7.0% | $6,276-37.5% | $4,647-15.5% |
| Admin fee / account holder | $1 | $386-99.8% | $10,363-100.0% | $430-99.8% |