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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,688 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$44,002 |
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 | $121,969 | $50,815+140.0% | $155,509-21.6% | $77,643+57.1% |
| Participation rate | 72.9% | 63.1%+9.8pp | 78.2%-5.3pp | 70.6%+2.3pp |
| Annual return | 13.76% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,050 | $1,993+2.9% | $4,672-56.1% | $2,726-24.8% |
| Participant deferral / active EE | $7,637 | $2,822+170.6% | $5,626+35.7% | $4,647+64.3% |
| Admin fee / account holder | -$54 | $437-112.4% | $15,912-100.3% | $430-112.6% |