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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $742,977 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $422,437 |
WIPFLI LLP3 years Service code 16 · EIN 39-0758449 | Consulting | $14,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $89,138 | $96,807-7.9% | $164,813-45.9% | $106,382-16.2% |
| Participation rate | 63.0% | 79.1%-16.1pp | 78.6%-15.6pp | 69.9%-6.9pp |
| Annual return | 16.21% | 17.39%-1.2pp | 69.93%-53.7pp | 17.37%-1.2pp |
| Employer contribution / active EE | $2,552 | $2,888-11.6% | $4,341-41.2% | $3,364-24.1% |
| Participant deferral / active EE | $4,543 | $5,055-10.1% | $6,031-24.7% | $5,569-18.4% |
| Admin fee / account holder | $84 | $66+27.7% | $12,690-99.3% | $79+5.9% |