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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,847 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,981 |
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 | $176,966 | $100,923+75.3% | $150,045+17.9% | $74,304+138.2% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.3%+12.8pp | 60.3%+34.8pp |
| Annual return | 21.97% | 51.77%-29.8pp | 62.55%-40.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $8,109 | $3,463+134.1% | $4,693+72.8% | $2,241+261.8% |
| Participant deferral / active EE | $23,465 | $6,709+249.7% | $7,997+193.4% | $3,767+522.9% |
| Admin fee / account holder | $119 | $2,767-95.7% | $13,435-99.1% | $2,969-96.0% |