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 | $14,704 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,433 | $55,416-28.8% | $75,972-48.1% | $77,643-49.2% |
| Participation rate | 93.7% | 63.6%+30.1pp | 69.1%+24.7pp | 70.6%+23.1pp |
| Annual return | 14.64% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1 | $1,788-99.9% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,861 | $3,447+12.0% | $4,255-9.3% | $4,647-16.9% |
| Admin fee / account holder | $29 | $414-93.1% | $6,467-99.6% | $430-93.4% |