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 | $54,220 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,437 |
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 | $69,769 | $89,436-22.0% | $164,813-57.7% | $77,643-10.1% |
| Participation rate | 92.5% | 78.6%+13.9pp | 78.6%+13.9pp | 70.6%+22.0pp |
| Annual return | 15.70% | 28.83%-13.1pp | 69.93%-54.2pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,383 | $2,569-46.1% | $4,341-68.1% | $2,726-49.2% |
| Participant deferral / active EE | $6,951 | $4,897+41.9% | $6,031+15.2% | $4,647+49.6% |
| Admin fee / account holder | $123 | $339-63.8% | $12,690-99.0% | $430-71.4% |