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 | $49,283 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,263 |
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 | $172,730 | $73,360+135.5% | $177,989-3.0% | $74,495+131.9% |
| Participation rate | 93.5% | 66.6%+26.9pp | 77.1%+16.4pp | 67.2%+26.3pp |
| Annual return | 21.38% | 17.49%+3.9pp | 294.48%-273.1pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $9,758 | $2,216+340.2% | $3,949+147.1% | $2,623+272.0% |
| Participant deferral / active EE | $15,877 | $4,513+251.8% | $6,276+153.0% | $4,346+265.3% |
| Admin fee / account holder | $124 | $1,808-93.2% | $10,363-98.8% | $1,942-93.6% |