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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,666 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,073 | $160,882-57.7% | $200,582-66.1% | $102,872-33.8% |
| Participation rate | 92.5% | 91.2%+1.3pp | 86.9%+5.6pp | 73.0%+19.5pp |
| Annual return | 16.54% | 18.15%-1.6pp | 42.33%-25.8pp | 19.06%-2.5pp |
| Employer contribution / active EE | $1,808 | $5,602-67.7% | $6,419-71.8% | $3,526-48.7% |
| Participant deferral / active EE | $6,848 | $9,300-26.4% | $9,331-26.6% | $5,535+23.7% |
| Admin fee / account holder | $63 | $125-49.2% | $16,305-99.6% | $292-78.3% |