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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,407 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,398 | $92,055-11.6% | $106,213-23.4% | $77,643+4.8% |
| Participation rate | 94.4% | 81.0%+13.4pp | 75.3%+19.1pp | 70.6%+23.9pp |
| Annual return | 19.47% | 17.91%+1.6pp | 116.14%-96.7pp | 31.24%-11.8pp |
| Employer contribution / active EE | $1,663 | $3,367-50.6% | $3,171-47.6% | $2,726-39.0% |
| Participant deferral / active EE | $5,352 | $5,386-0.6% | $5,016+6.7% | $4,647+15.2% |
| Admin fee / account holder | $96 | $219-56.2% | $11,033-99.1% | $430-77.7% |