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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $58,649 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,098 |
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 | $138,693 | $98,727+40.5% | $113,168+22.6% | $85,563+62.1% |
| Participation rate | 95.7% | 80.8%+14.8pp | 76.6%+19.1pp | 66.0%+29.7pp |
| Annual return | 14.71% | 17.43%-2.7pp | 24.27%-9.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $3,477 | $2,907+19.6% | $2,975+16.9% | $2,654+31.0% |
| Participant deferral / active EE | $8,549 | $5,424+57.6% | $5,107+67.4% | $4,375+95.4% |
| Admin fee / account holder | $102 | $357-71.4% | $12,068-99.2% | $834-87.8% |