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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,207 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,859 | $112,623-46.9% | $106,213-43.6% | $199,593-70.0% |
| Participation rate | 76.9% | 86.2%-9.3pp | 75.3%+1.7pp | 72.0%+5.0pp |
| Annual return | 17.08% | 15.57%+1.5pp | 116.14%-99.1pp | 34.25%-17.2pp |
| Employer contribution / active EE | $1,466 | $4,575-68.0% | $3,171-53.8% | $3,034-51.7% |
| Participant deferral / active EE | $2,969 | $6,659-55.4% | $5,016-40.8% | $5,087-41.6% |
| Admin fee / account holder | $15 | $107-85.9% | $11,033-99.9% | $269-94.4% |