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 | $52,937 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $52,534 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,264 |
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 | $94,085 | $54,193+73.6% | $93,606+0.5% | $77,643+21.2% |
| Participation rate | 78.0% | 63.9%+14.0pp | 68.7%+9.2pp | 70.6%+7.4pp |
| Annual return | 13.09% | 30.54%-17.5pp | 133.20%-120.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,644 | $1,168+126.4% | $2,420+9.3% | $2,726-3.0% |
| Participant deferral / active EE | $5,061 | $3,144+61.0% | $4,411+14.7% | $4,647+8.9% |
| Admin fee / account holder | $260 | $576-54.8% | $8,285-96.9% | $430-39.6% |