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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,131 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,201 |
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 | $81,317 | $50,815+60.0% | $155,509-47.7% | $77,643+4.7% |
| Participation rate | 87.0% | 63.1%+23.9pp | 78.2%+8.8pp | 70.6%+16.4pp |
| Annual return | 17.60% | 34.80%-17.2pp | 64.67%-47.1pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,717 | $1,993+36.3% | $4,672-41.9% | $2,726-0.3% |
| Participant deferral / active EE | $12,350 | $2,822+337.6% | $5,626+119.5% | $4,647+165.7% |
| Admin fee / account holder | $48 | $437-89.1% | $15,912-99.7% | $430-88.9% |