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 | $6,838 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,124 | $79,171+32.8% | $102,423+2.6% | $74,495+41.1% |
| Participation rate | 61.2% | 74.8%-13.6pp | 76.5%-15.3pp | 67.2%-6.0pp |
| Annual return | 16.40% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $738 | $2,362-68.8% | $3,023-75.6% | $2,623-71.9% |
| Participant deferral / active EE | $4,009 | $4,415-9.2% | $5,053-20.7% | $4,346-7.8% |
| Admin fee / account holder | $46 | $2,001-97.7% | $9,451-99.5% | $1,942-97.6% |