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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $87,370 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,984 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,771 |
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 | $218,422 | $128,899+69.5% | $113,168+93.0% | $102,872+112.3% |
| Participation rate | 97.4% | 87.0%+10.4pp | 76.6%+20.9pp | 73.0%+24.4pp |
| Annual return | 17.52% | 15.88%+1.6pp | 24.27%-6.7pp | 19.06%-1.5pp |
| Employer contribution / active EE | $5,319 | $3,713+43.3% | $2,975+78.8% | $3,526+50.8% |
| Participant deferral / active EE | $18,874 | $6,787+178.1% | $5,107+269.6% | $5,535+241.0% |
| Admin fee / account holder | $127 | $129-2.0% | $12,068-98.9% | $292-56.6% |