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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,935 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,662 | $92,055-20.0% | $106,213-30.6% | $77,643-5.1% |
| Participation rate | 63.8% | 81.0%-17.3pp | 75.3%-11.5pp | 70.6%-6.8pp |
| Annual return | 13.44% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,139 | $3,367-66.2% | $3,171-64.1% | $2,726-58.2% |
| Participant deferral / active EE | $3,387 | $5,386-37.1% | $5,016-32.5% | $4,647-27.1% |
| Admin fee / account holder | $207 | $219-5.4% | $11,033-98.1% | $430-51.9% |