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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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,333 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,682 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,478 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,487 | $101,317-30.4% | $146,958-52.0% | $74,495-5.4% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 6.13% | 8730.91%-8724.8pp | 418.34%-412.2pp | 1364.94%-1358.8pp |
| Employer contribution / active EE | $12,975 | $3,810+240.5% | $4,933+163.0% | $2,623+394.6% |
| Participant deferral / active EE | $30,020 | $7,303+311.0% | $8,070+272.0% | $4,346+590.8% |
| Admin fee / account holder | $297 | $1,739-82.9% | $12,998-97.7% | $1,942-84.7% |