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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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,187 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$49,366 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,146 | $50,815+8.5% | $155,509-64.5% | $77,643-29.0% |
| Participation rate | 81.3% | 63.1%+18.2pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 15.81% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $310 | $1,993-84.4% | $4,672-93.4% | $2,726-88.6% |
| Participant deferral / active EE | $2,230 | $2,822-21.0% | $5,626-60.4% | $4,647-52.0% |
| Admin fee / account holder | $67 | $437-84.7% | $15,912-99.6% | $430-84.4% |