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.
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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 | $22,334 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,788 | $74,927-9.5% | $101,794-33.4% | $84,808-20.1% |
| Participation rate | 81.6% | 61.4%+20.2pp | 69.2%+12.4pp | 68.3%+13.3pp |
| Annual return | 15.21% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,521 | $1,522-0.1% | $2,289-33.6% | $2,631-42.2% |
| Participant deferral / active EE | $6,262 | $3,099+102.1% | $4,084+53.3% | $4,212+48.7% |
| Admin fee / account holder | $333 | $6,514-94.9% | $8,777-96.2% | $7,344-95.5% |