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) | $7,413 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,071 |
Annual investment return 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 | $80,284 | $89,436-10.2% | $164,813-51.3% | $77,643+3.4% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.9pp |
| Annual return | 11.18% | 28.83%-17.6pp | 69.93%-58.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $3,799 | $2,569+47.9% | $4,341-12.5% | $2,726+39.4% |
| Participant deferral / active EE | $4,759 | $4,897-2.8% | $6,031-21.1% | $4,647+2.4% |
| Admin fee / account holder | -$60 | $339-117.6% | $12,690-100.5% | $430-113.9% |