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 |
|---|---|---|
Filed as: HARPER & PEARSON, P.C Service code 16 · EIN 74-1695589 | Consulting | $14,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,582 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,555 | $198,836-44.4% | $103,333+7.0% | - |
| Participation rate | 90.8% | 60.8%+29.9pp | 74.5%+16.3pp | - |
| Annual return | 18.74% | 12.43%+6.3pp | 24.88%-6.1pp | - |
| Employer contribution / active EE | $2,759 | $2,607+5.8% | $3,868-28.7% | - |
| Participant deferral / active EE | $7,436 | $3,407+118.2% | $5,057+47.0% | - |
| Admin fee / account holder | $89 | $10,004-99.1% | $8,355-98.9% | - |