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 8-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $99,228 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,285 |
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 | $69,830 | $98,727-29.3% | $113,168-38.3% | $85,563-18.4% |
| Participation rate | 87.8% | 80.8%+7.0pp | 76.6%+11.2pp | 66.0%+21.8pp |
| Annual return | 43.84% | 17.43%+26.4pp | 24.27%+19.6pp | 31.51%+12.3pp |
| Employer contribution / active EE | $11,134 | $2,907+283.0% | $2,975+274.2% | $2,654+319.6% |
| Participant deferral / active EE | $21,237 | $5,424+291.5% | $5,107+315.9% | $4,375+385.4% |
| Admin fee / account holder | $165 | $357-53.7% | $12,068-98.6% | $834-80.2% |