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 5-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,805 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,811 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,762 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,418 | $53,136-22.1% | $155,509-73.4% | $199,593-79.2% |
| Participation rate | 50.9% | 64.1%-13.2pp | 78.2%-27.3pp | 72.0%-21.1pp |
| Annual return | 40.71% | 41.15%-0.4pp | 64.67%-24.0pp | 34.25%+6.5pp |
| Employer contribution / active EE | $1,751 | $1,851-5.4% | $4,672-62.5% | $3,034-42.3% |
| Participant deferral / active EE | $3,095 | $3,161-2.1% | $5,626-45.0% | $5,087-39.2% |
| Admin fee / account holder | $66 | $185-64.3% | $15,912-99.6% | $269-75.4% |