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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $245,100 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,156 |
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 | $123,740 | $111,072+11.4% | $156,263-20.8% | $102,872+20.3% |
| Participation rate | 94.7% | 80.1%+14.6pp | 78.9%+15.8pp | 73.0%+21.7pp |
| Annual return | 19.75% | 16.98%+2.8pp | 59.47%-39.7pp | 19.06%+0.7pp |
| Employer contribution / active EE | $4,515 | $4,017+12.4% | $4,333+4.2% | $3,526+28.0% |
| Participant deferral / active EE | $10,890 | $5,455+99.6% | $6,158+76.8% | $5,535+96.8% |
| Admin fee / account holder | $104 | $120-14.1% | $14,255-99.3% | $292-64.6% |