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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,109 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,894 |
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 | $180,753 | $92,055+96.4% | $106,213+70.2% | $77,643+132.8% |
| Participation rate | 92.7% | 81.0%+11.6pp | 75.3%+17.4pp | 70.6%+22.1pp |
| Annual return | 17.74% | 17.91%-0.2pp | 116.14%-98.4pp | 31.24%-13.5pp |
| Employer contribution / active EE | $5,707 | $3,367+69.5% | $3,171+79.9% | $2,726+109.4% |
| Participant deferral / active EE | $8,177 | $5,386+51.8% | $5,016+63.0% | $4,647+75.9% |
| Admin fee / account holder | $73 | $219-66.5% | $11,033-99.3% | $430-83.0% |