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 |
|---|---|---|
01 year Service code 10 · EIN 58-0673524 | Accounting | $27,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,768 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$70,779 |
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 | $203,288 | $101,317+100.6% | $146,958+38.3% | $74,495+172.9% |
| Participation rate | 90.7% | 75.5%+15.2pp | 82.2%+8.6pp | 67.2%+23.5pp |
| Annual return | 20.56% | 8730.91%-8710.4pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,306 | $3,810-65.7% | $4,933-73.5% | $2,623-50.2% |
| Participant deferral / active EE | $14,421 | $7,303+97.5% | $8,070+78.7% | $4,346+231.8% |
| Admin fee / account holder | -$90 | $1,739-105.2% | $12,998-100.7% | $1,942-104.6% |