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 | $71,102 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,466 | $73,360+56.0% | $177,989-35.7% | $74,495+53.7% |
| Participation rate | 88.3% | 66.6%+21.6pp | 77.1%+11.2pp | 67.2%+21.1pp |
| Annual return | 20.43% | 17.49%+2.9pp | 294.48%-274.0pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,201 | $2,216+44.4% | $3,949-18.9% | $2,623+22.0% |
| Participant deferral / active EE | $7,267 | $4,513+61.0% | $6,276+15.8% | $4,346+67.2% |
| Admin fee / account holder | $316 | $1,808-82.5% | $10,363-96.9% | $1,942-83.7% |