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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,075 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,561 | $106,028-24.0% | $146,958-45.2% | $77,643+3.8% |
| Participation rate | 55.5% | 78.4%-22.9pp | 82.2%-26.7pp | 70.6%-15.1pp |
| Annual return | 16.07% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,000 | $4,063-75.4% | $4,933-79.7% | $2,726-63.3% |
| Participant deferral / active EE | $4,019 | $7,990-49.7% | $8,070-50.2% | $4,647-13.5% |
| Admin fee / account holder | $31 | $337-90.9% | $12,998-99.8% | $430-92.9% |