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 | $44,157 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,874 |
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 | $132,488 | $129,021+2.7% | $184,203-28.1% | $77,643+70.6% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.8%+7.6pp | 70.6%+23.9pp |
| Annual return | 17.71% | 33.27%-15.6pp | 28.81%-11.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $5,707 | $4,413+29.3% | $6,427-11.2% | $2,726+109.4% |
| Participant deferral / active EE | $12,766 | $7,297+74.9% | $9,131+39.8% | $4,647+174.7% |
| Admin fee / account holder | $142 | $254-44.1% | $13,901-99.0% | $430-67.0% |