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 | $54,196 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,989 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,297 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,441 | $106,028+6.0% | $146,958-23.5% | $77,643+44.8% |
| Participation rate | 84.9% | 78.4%+6.6pp | 82.2%+2.8pp | 70.6%+14.4pp |
| Annual return | 15.34% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,768 | $4,063-31.9% | $4,933-43.9% | $2,726+1.5% |
| Participant deferral / active EE | $9,195 | $7,990+15.1% | $8,070+13.9% | $4,647+97.9% |
| Admin fee / account holder | $254 | $337-24.7% | $12,998-98.0% | $430-41.0% |