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 |
|---|---|---|
REGENT PEAK WEALTH ADVISORS6 years Service code 27 · EIN 83-4638642 | Advisory (Plan) | $19,714 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,290 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,038 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,072 | $87,870+17.3% | $113,168-8.9% | $74,304+38.7% |
| Participation rate | 92.4% | 70.7%+21.7pp | 76.6%+15.9pp | 60.3%+32.1pp |
| Annual return | 10.98% | 26.44%-15.5pp | 24.27%-13.3pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,674 | $2,277+17.5% | $2,975-10.1% | $2,241+19.3% |
| Participant deferral / active EE | $5,222 | $4,241+23.1% | $5,107+2.2% | $3,767+38.6% |
| Admin fee / account holder | $156 | $3,368-95.4% | $12,068-98.7% | $2,969-94.7% |