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 |
|---|---|---|
PLANPILOT, LLC9 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $43,486 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $10,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $951 |
FASCORE, LLC4 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$99,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,916 | $100,923+51.5% | $150,045+1.9% | $74,304+105.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 13.75% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $5,698 | $3,463+64.5% | $4,693+21.4% | $2,241+154.2% |
| Participant deferral / active EE | $9,226 | $6,709+37.5% | $7,997+15.4% | $3,767+144.9% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |