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 | $20,123 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,837 |
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 | $83,620 | $104,919-20.3% | $116,228-28.1% | $85,563-2.3% |
| Participation rate | 86.5% | 78.6%+7.9pp | 74.6%+11.9pp | 66.0%+20.5pp |
| Annual return | 14.47% | 15.38%-0.9pp | 90.06%-75.6pp | 31.51%-17.0pp |
| Employer contribution / active EE | $1,510 | $3,485-56.7% | $2,994-49.6% | $2,654-43.1% |
| Participant deferral / active EE | $4,463 | $5,306-15.9% | $4,953-9.9% | $4,375+2.0% |
| Admin fee / account holder | $87 | $429-79.6% | $11,989-99.3% | $834-89.5% |