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 | $11,513 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,141 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,420 | $92,055-43.1% | $106,213-50.6% | $77,643-32.5% |
| Participation rate | 96.1% | 81.0%+15.1pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 18.51% | 17.91%+0.6pp | 116.14%-97.6pp | 31.24%-12.7pp |
| Employer contribution / active EE | $2,758 | $3,367-18.1% | $3,171-13.0% | $2,726+1.2% |
| Participant deferral / active EE | $5,075 | $5,386-5.8% | $5,016+1.2% | $4,647+9.2% |
| Admin fee / account holder | $42 | $219-81.0% | $11,033-99.6% | $430-90.3% |