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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,917 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,025 |
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 | $211,653 | $49,915+324.0% | $154,803+36.7% | $74,304+184.8% |
| Participation rate | 61.4% | 54.0%+7.4pp | 78.1%-16.7pp | 60.3%+1.0pp |
| Annual return | 16.06% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,147 | $1,611+33.3% | $4,305-50.1% | $2,241-4.2% |
| Participant deferral / active EE | $4,163 | $2,255+84.7% | $5,540-24.9% | $3,767+10.5% |
| Admin fee / account holder | -$31 | $2,189-101.4% | $14,329-100.2% | $2,969-101.1% |