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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,437 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$12,880 |
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 | $62,355 | $87,870-29.0% | $113,168-44.9% | $74,304-16.1% |
| Participation rate | 97.4% | 70.7%+26.7pp | 76.6%+20.9pp | 60.3%+37.1pp |
| Annual return | 14.42% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $793 | $2,277-65.2% | $2,975-73.3% | $2,241-64.6% |
| Participant deferral / active EE | $3,022 | $4,241-28.7% | $5,107-40.8% | $3,767-19.8% |
| Admin fee / account holder | -$28 | $3,368-100.8% | $12,068-100.2% | $2,969-100.9% |