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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,802 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,239 |
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 | $63,954 | $45,031+42.0% | $84,966-24.7% | $77,643-17.6% |
| Participation rate | 73.2% | 48.7%+24.5pp | 67.5%+5.7pp | 70.6%+2.6pp |
| Annual return | 15.81% | 79.22%-63.4pp | 66.38%-50.6pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,199 | $1,609+36.6% | $2,727-19.4% | $2,726-19.3% |
| Participant deferral / active EE | $6,183 | $2,807+120.3% | $4,519+36.8% | $4,647+33.1% |
| Admin fee / account holder | $52 | $912-94.3% | $6,149-99.2% | $430-88.0% |