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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,677 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,185 |
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 | $43,848 | $76,173-42.4% | $81,382-46.1% | $199,593-78.0% |
| Participation rate | 88.5% | 76.3%+12.3pp | 69.5%+19.1pp | 72.0%+16.6pp |
| Annual return | 12.43% | 15.59%-3.2pp | 24.73%-12.3pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,448 | $2,792-12.3% | $2,463-0.6% | $3,034-19.3% |
| Participant deferral / active EE | $3,467 | $4,201-17.5% | $3,883-10.7% | $5,087-31.8% |
| Admin fee / account holder | $24 | $146-83.5% | $5,768-99.6% | $269-91.0% |