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 5-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 |
|---|---|---|
FIDELIS WEALTH ADVISORS1 year Service code 27 · EIN 82-2385401 | Advisory (Plan) | $13,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,490 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,279 | $79,013-45.2% | $100,391-56.9% | $74,495-41.9% |
| Participation rate | 86.9% | 79.5%+7.4pp | 81.5%+5.4pp | 67.2%+19.7pp |
| Annual return | 35.14% | 20.41%+14.7pp | 49.20%-14.1pp | 1364.94%-1329.8pp |
| Employer contribution / active EE | $1,906 | $3,021-36.9% | $3,942-51.6% | $2,623-27.3% |
| Participant deferral / active EE | $8,636 | $7,760+11.3% | $8,082+6.9% | $4,346+98.7% |
| Admin fee / account holder | $152 | $1,320-88.5% | $7,899-98.1% | $1,942-92.2% |