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 | $49,258 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $18,750 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,662 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,544 | $100,923+27.4% | $150,045-14.3% | $74,304+73.0% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.3%+0.4pp | 60.3%+22.4pp |
| Annual return | 24.22% | 51.77%-27.6pp | 62.55%-38.3pp | 29.43%-5.2pp |
| Employer contribution / active EE | $2,117 | $3,463-38.9% | $4,693-54.9% | $2,241-5.5% |
| Participant deferral / active EE | $11,289 | $6,709+68.3% | $7,997+41.2% | $3,767+199.7% |
| Admin fee / account holder | $374 | $2,767-86.5% | $13,435-97.2% | $2,969-87.4% |