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 | $87,049 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,213 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,834 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $55,931 | $88,890-37.1% | $102,423-45.4% | $77,643-28.0% |
| Participation rate | 89.7% | 80.9%+8.8pp | 76.5%+13.2pp | 70.6%+19.1pp |
| Annual return | 17.11% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,568 | $2,698-4.8% | $3,023-15.1% | $2,726-5.8% |
| Participant deferral / active EE | $5,563 | $5,145+8.1% | $5,053+10.1% | $4,647+19.7% |
| Admin fee / account holder | $158 | $235-32.8% | $9,451-98.3% | $430-63.3% |