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 | $41,213 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $31,682 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,483 | $79,013+42.4% | $100,391+12.0% | $74,495+51.0% |
| Participation rate | 58.1% | 79.5%-21.4pp | 81.5%-23.4pp | 67.2%-9.1pp |
| Annual return | 13.71% | 20.41%-6.7pp | 49.20%-35.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $464 | $3,021-84.7% | $3,942-88.2% | $2,623-82.3% |
| Participant deferral / active EE | $5,170 | $7,760-33.4% | $8,082-36.0% | $4,346+19.0% |
| Admin fee / account holder | $484 | $1,320-63.3% | $7,899-93.9% | $1,942-75.1% |