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 | $88,664 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,301 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,554 | $98,727-63.0% | $113,168-67.7% | $85,563-57.3% |
| Participation rate | 91.9% | 80.8%+11.1pp | 76.6%+15.4pp | 66.0%+26.0pp |
| Annual return | 16.56% | 17.43%-0.9pp | 24.27%-7.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,668 | $2,907-42.6% | $2,975-43.9% | $2,654-37.2% |
| Participant deferral / active EE | $5,242 | $5,424-3.4% | $5,107+2.7% | $4,375+19.8% |
| Admin fee / account holder | $204 | $357-42.9% | $12,068-98.3% | $834-75.6% |