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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,094 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,582 |
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 | $39,862 | $56,767-29.8% | $101,794-60.8% | $85,563-53.4% |
| Participation rate | 87.9% | 57.6%+30.3pp | 69.2%+18.7pp | 66.0%+21.9pp |
| Annual return | 19.26% | 17.76%+1.5pp | 30.53%-11.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $752 | $1,112-32.4% | $2,289-67.1% | $2,654-71.7% |
| Participant deferral / active EE | $3,475 | $2,720+27.8% | $4,084-14.9% | $4,375-20.6% |
| Admin fee / account holder | $51 | $1,098-95.4% | $8,777-99.4% | $834-93.9% |