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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,460 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,031 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,146 | $101,317+45.2% | $146,958+0.1% | $74,495+97.5% |
| Participation rate | 75.2% | 75.5%-0.4pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 18.50% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $2,490 | $3,810-34.7% | $4,933-49.5% | $2,623-5.1% |
| Participant deferral / active EE | $8,151 | $7,303+11.6% | $8,070+1.0% | $4,346+87.6% |
| Admin fee / account holder | $62 | $1,739-96.4% | $12,998-99.5% | $1,942-96.8% |