See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,102 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,319 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,375 | $43,999+44.0% | $79,464-20.2% | $55,725+13.7% |
| Participation rate | 94.5% | 66.9%+27.5pp | 73.3%+21.1pp | 70.9%+23.6pp |
| Annual return | -5.57% | 1.81%-7.4pp | 718.14%-723.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,765 | $2,538+205.9% | $3,704+109.7% | $3,356+131.4% |
| Admin fee / account holder | $11 | $118-90.9% | $5,113-99.8% | $115-90.7% |