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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,550 |
FIDUCIENT ADVISORS LLC5 years Service code 16 · EIN 36-4001764 | Consulting | $35,378 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 · EIN 31-1582098 | Consulting | $10,700 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,917 | $119,446+176.2% | $150,045+119.9% | $85,563+285.6% |
| Participation rate | 95.3% | 75.4%+19.9pp | 82.3%+13.0pp | 66.0%+29.4pp |
| Annual return | 25.66% | 23.72%+1.9pp | 62.55%-36.9pp | 31.51%-5.9pp |
| Employer contribution / active EE | $1,896 | $4,078-53.5% | $4,693-59.6% | $2,654-28.5% |
| Participant deferral / active EE | $12,454 | $7,985+56.0% | $7,997+55.7% | $4,375+184.6% |
| Admin fee / account holder | $256 | $548-53.3% | $13,435-98.1% | $834-69.4% |