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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.
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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 | $80,218 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $33,880 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,419 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,085 | $98,727-75.6% | $113,168-78.7% | $85,563-71.9% |
| Participation rate | 73.2% | 80.8%-7.7pp | 76.6%-3.4pp | 66.0%+7.2pp |
| Annual return | 16.38% | 17.43%-1.0pp | 24.27%-7.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $740 | $2,907-74.6% | $2,975-75.1% | $2,654-72.1% |
| Participant deferral / active EE | $2,946 | $5,424-45.7% | $5,107-42.3% | $4,375-32.7% |
| Admin fee / account holder | $125 | $357-64.9% | $12,068-99.0% | $834-85.0% |