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 | $111,652 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $83,696 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,467 |
EISNERAMPER LLP3 years Service code 10 · EIN 87-1363769 | Accounting | $12,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $96,896 | $128,899-24.8% | $113,168-14.4% | $102,872-5.8% |
| Participation rate | 66.8% | 87.0%-20.2pp | 76.6%-9.8pp | 73.0%-6.2pp |
| Annual return | 15.91% | 15.88%0pp | 24.27%-8.4pp | 19.06%-3.1pp |
| Employer contribution / active EE | $1,707 | $3,713-54.0% | $2,975-42.6% | $3,526-51.6% |
| Participant deferral / active EE | $3,819 | $6,787-43.7% | $5,107-25.2% | $5,535-31.0% |
| Admin fee / account holder | $205 | $129+58.6% | $12,068-98.3% | $292-29.8% |