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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,257 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $19,950 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,677 |
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 | $230,090 | $50,815+352.8% | $155,509+48.0% | $77,643+196.3% |
| Participation rate | 89.4% | 63.1%+26.3pp | 78.2%+11.3pp | 70.6%+18.9pp |
| Annual return | 16.47% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $19,599 | $1,993+883.6% | $4,672+319.5% | $2,726+619.0% |
| Participant deferral / active EE | $22,453 | $2,822+695.6% | $5,626+299.1% | $4,647+383.1% |
| Admin fee / account holder | $155 | $437-64.5% | $15,912-99.0% | $430-63.9% |