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 | $186,542 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,386 | $56,102-6.6% | $101,794-48.5% | $102,872-49.1% |
| Participation rate | 84.1% | 70.4%+13.8pp | 69.2%+14.9pp | 73.0%+11.1pp |
| Annual return | 15.66% | 14.06%+1.6pp | 30.53%-14.9pp | 19.06%-3.4pp |
| Employer contribution / active EE | $1,525 | $1,380+10.5% | $2,289-33.4% | $3,526-56.8% |
| Participant deferral / active EE | $4,080 | $2,801+45.6% | $4,084-0.1% | $5,535-26.3% |
| Admin fee / account holder | $104 | $262-60.4% | $8,777-98.8% | $292-64.5% |