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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,131 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,575 |
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 | $64,365 | $50,982+26.3% | $154,803-58.4% | $85,563-24.8% |
| Participation rate | 93.4% | 59.8%+33.6pp | 78.1%+15.3pp | 66.0%+27.4pp |
| Annual return | 18.47% | 30.35%-11.9pp | 58.88%-40.4pp | 31.51%-13.0pp |
| Employer contribution / active EE | $1,301 | $1,708-23.9% | $4,305-69.8% | $2,654-51.0% |
| Participant deferral / active EE | $3,782 | $2,474+52.9% | $5,540-31.7% | $4,375-13.6% |
| Admin fee / account holder | $28 | $846-96.7% | $14,329-99.8% | $834-96.6% |