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 |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $29,631 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,864 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,693 | $101,724-46.2% | $164,813-66.8% | $80,856-32.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 20.32% | 16.72%+3.6pp | 69.93%-49.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $9,365 | $2,953+217.1% | $4,341+115.7% | $2,755+239.9% |
| Participant deferral / active EE | $17,772 | $4,477+296.9% | $6,031+194.7% | $4,296+313.7% |
| Admin fee / account holder | $292 | $8,227-96.5% | $12,690-97.7% | $6,918-95.8% |