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 Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $26,601 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,750 |
Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
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 | $273,663 | $106,028+158.1% | $146,958+86.2% | $77,643+252.5% |
| Participation rate | 88.3% | 78.4%+9.9pp | 82.2%+6.1pp | 70.6%+17.7pp |
| Annual return | 15.70% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $8,260 | $4,063+103.3% | $4,933+67.4% | $2,726+203.0% |
| Participant deferral / active EE | $16,217 | $7,990+103.0% | $8,070+101.0% | $4,647+248.9% |
| Admin fee / account holder | $119 | $337-64.7% | $12,998-99.1% | $430-72.3% |