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.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,836 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $20,628 |
Filed as: FIDELITY INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
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 | $62,072 | $112,686-44.9% | $169,993-63.5% | $80,160-22.6% |
| Participation rate | 99.5% | 87.4%+12.1pp | 87.0%+12.5pp | 72.9%+26.6pp |
| Annual return | 22.67% | 67.04%-44.4pp | 53.37%-30.7pp | 40.38%-17.7pp |
| Employer contribution / active EE | $4,183 | $4,481-6.6% | $6,785-38.3% | $2,978+40.5% |
| Participant deferral / active EE | $5,822 | $7,876-26.1% | $10,408-44.1% | $5,017+16.0% |
| Admin fee / account holder | $19 | $99-81.3% | $12,815-99.9% | $145-87.2% |