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 37 · EIN 04-2647786 | Loan Processing | $52,019 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,183 |
Form 5500 reported that benefits due were not provided when due.
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 | $133,764 | $88,890+50.5% | $102,423+30.6% | $77,643+72.3% |
| Participation rate | 93.8% | 80.9%+12.8pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 18.24% | 24.98%-6.7pp | 29.32%-11.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $3,092 | $2,698+14.6% | $3,023+2.3% | $2,726+13.4% |
| Participant deferral / active EE | $11,146 | $5,145+116.6% | $5,053+120.6% | $4,647+139.8% |
| Admin fee / account holder | $116 | $235-50.6% | $9,451-98.8% | $430-73.0% |