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 | $35,541 |
COHNREZNICK LLP5 years Service code 10 · EIN 33-4144829 | Accounting | $21,485 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,250 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $1,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,797 | $50,815-49.2% | $155,509-83.4% | $77,643-66.8% |
| Participation rate | 64.1% | 63.1%+1.0pp | 78.2%-14.1pp | 70.6%-6.5pp |
| Annual return | 13.07% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $660 | $1,993-66.9% | $4,672-85.9% | $2,726-75.8% |
| Participant deferral / active EE | $1,606 | $2,822-43.1% | $5,626-71.5% | $4,647-65.4% |
| Admin fee / account holder | $68 | $437-84.3% | $15,912-99.6% | $430-84.1% |