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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $282,027 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$431,102 |
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 | $248,602 | $122,186+103.5% | $146,958+69.2% | $199,593+24.6% |
| Participation rate | 99.0% | 78.3%+20.7pp | 82.2%+16.8pp | 72.0%+27.0pp |
| Annual return | 16.72% | 30.56%-13.8pp | 418.34%-401.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $6,128 | $4,093+49.7% | $4,933+24.2% | $3,034+102.0% |
| Participant deferral / active EE | $13,110 | $8,502+54.2% | $8,070+62.5% | $5,087+157.7% |
| Admin fee / account holder | $24 | $179-86.3% | $12,998-99.8% | $269-90.9% |