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 64 · EIN 04-2647786 | Recordkeeping Fees | $26,451 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,303 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,593 | $89,436-0.9% | $164,813-46.2% | $77,643+14.1% |
| Participation rate | 86.1% | 78.6%+7.5pp | 78.6%+7.5pp | 70.6%+15.5pp |
| Annual return | 13.72% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $932 | $2,569-63.7% | $4,341-78.5% | $2,726-65.8% |
| Participant deferral / active EE | $5,035 | $4,897+2.8% | $6,031-16.5% | $4,647+8.4% |
| Admin fee / account holder | $213 | $339-37.2% | $12,690-98.3% | $430-50.5% |