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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,285 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,767 |
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 | $63,067 | $122,186-48.4% | $146,958-57.1% | $199,593-68.4% |
| Participation rate | 59.8% | 78.3%-18.5pp | 82.2%-22.4pp | 72.0%-12.2pp |
| Annual return | 16.67% | 30.56%-13.9pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,878 | $4,093-54.1% | $4,933-61.9% | $3,034-38.1% |
| Participant deferral / active EE | $6,566 | $8,502-22.8% | $8,070-18.6% | $5,087+29.1% |
| Admin fee / account holder | $140 | $179-21.9% | $12,998-98.9% | $269-48.1% |