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 60 · EIN 04-2647786 | Sub-TA Fees | $333,671 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,402 |
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 | $38,318 | $117,739-67.5% | $82,389-53.5% | $117,739-67.5% |
| Participation rate | 91.0% | 76.6%+14.4pp | 69.5%+21.5pp | 76.6%+14.4pp |
| Annual return | 21.16% | 17.29%+3.9pp | 28.67%-7.5pp | 17.29%+3.9pp |
| Employer contribution / active EE | $3,679 | $3,746-1.8% | $2,517+46.2% | $3,746-1.8% |
| Participant deferral / active EE | $4,292 | $6,128-30.0% | $4,155+3.3% | $6,128-30.0% |
| Admin fee / account holder | $67 | $112-40.5% | $7,231-99.1% | $112-40.5% |