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) | $16,247 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,946 |
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 | $118,305 | $88,083+34.3% | $164,813-28.2% | $74,495+58.8% |
| Participation rate | 92.6% | 73.0%+19.6pp | 78.6%+14.0pp | 67.2%+25.4pp |
| Annual return | 12.02% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $5,523 | $2,593+113.0% | $4,341+27.2% | $2,623+110.5% |
| Participant deferral / active EE | $5,153 | $4,498+14.6% | $6,031-14.6% | $4,346+18.6% |
| Admin fee / account holder | $105 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |