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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,281 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,938 | $62,544-12.2% | $129,207-57.5% | $199,593-72.5% |
| Participation rate | 27.0% | 56.8%-29.7pp | 69.6%-42.6pp | 72.0%-44.9pp |
| Annual return | 18.94% | 16.95%+2.0pp | 9417.33%-9398.4pp | 34.25%-15.3pp |
| Employer contribution / active EE | $460 | $2,394-80.8% | $4,153-88.9% | $3,034-84.8% |
| Participant deferral / active EE | $1,234 | $3,123-60.5% | $4,168-70.4% | $5,087-75.7% |
| Admin fee / account holder | $42 | $167-74.6% | $7,715-99.5% | $269-84.2% |