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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,729 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,680 |
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 | $143,837 | $129,021+11.5% | $184,203-21.9% | $77,643+85.3% |
| Participation rate | 93.0% | 87.3%+5.7pp | 86.8%+6.2pp | 70.6%+22.5pp |
| Annual return | 22.44% | 33.27%-10.8pp | 28.81%-6.4pp | 31.24%-8.8pp |
| Employer contribution / active EE | $7,649 | $4,413+73.3% | $6,427+19.0% | $2,726+180.6% |
| Participant deferral / active EE | $11,611 | $7,297+59.1% | $9,131+27.2% | $4,647+149.8% |
| Admin fee / account holder | $55 | $254-78.2% | $13,901-99.6% | $430-87.2% |