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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,288 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,213 |
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 | $93,055 | $101,724-8.5% | $164,813-43.5% | $80,856+15.1% |
| Participation rate | 88.8% | 71.8%+16.9pp | 78.6%+10.2pp | 67.6%+21.1pp |
| Annual return | 14.66% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,613 | $2,953-11.5% | $4,341-39.8% | $2,755-5.1% |
| Participant deferral / active EE | $6,425 | $4,477+43.5% | $6,031+6.5% | $4,296+49.6% |
| Admin fee / account holder | $55 | $8,227-99.3% | $12,690-99.6% | $6,918-99.2% |