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 3-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 | $94,907 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,179 |
Form 5500 reported that benefits due were not provided when due.
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 | $111,920 | $188,991-40.8% | $103,476+8.2% | $199,593-43.9% |
| Participation rate | 95.2% | 93.2%+2.0pp | 80.5%+14.7pp | 72.0%+23.3pp |
| Annual return | 16.90% | 15.75%+1.2pp | 23.90%-7.0pp | 34.25%-17.3pp |
| Employer contribution / active EE | $7,440 | $6,583+13.0% | $4,672+59.2% | $3,034+145.2% |
| Participant deferral / active EE | $11,257 | $10,334+8.9% | $6,623+70.0% | $5,087+121.3% |
| Admin fee / account holder | $111 | $114-2.8% | $9,413-98.8% | $269-58.6% |