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 | $77,965 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,554 |
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 | $59,669 | $122,186-51.2% | $146,958-59.4% | $199,593-70.1% |
| Participation rate | 89.9% | 78.3%+11.6pp | 82.2%+7.7pp | 72.0%+17.9pp |
| Annual return | 50.90% | 30.56%+20.3pp | 418.34%-367.4pp | 34.25%+16.6pp |
| Employer contribution / active EE | $2,779 | $4,093-32.1% | $4,933-43.7% | $3,034-8.4% |
| Participant deferral / active EE | $8,460 | $8,502-0.5% | $8,070+4.8% | $5,087+66.3% |
| Admin fee / account holder | $83 | $179-53.3% | $12,998-99.4% | $269-69.0% |