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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,913 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,037 |
Form 5500 reported that benefits due were not provided when due.
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 | $30,573 | $117,025-73.9% | $91,541-66.6% | $85,563-64.3% |
| Participation rate | 89.2% | 64.2%+25.0pp | 69.8%+19.4pp | 66.0%+23.2pp |
| Annual return | 18.66% | 18.02%+0.6pp | 20.50%-1.8pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,219 | $2,120-42.5% | $2,505-51.3% | $2,654-54.0% |
| Participant deferral / active EE | $3,261 | $3,446-5.4% | $4,008-18.6% | $4,375-25.5% |
| Admin fee / account holder | $34 | $1,242-97.3% | $6,956-99.5% | $834-95.9% |