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 | $25,212 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,696 | $58,778-3.5% | $129,207-56.1% | $77,643-27.0% |
| Participation rate | 61.1% | 59.2%+1.8pp | 69.6%-8.5pp | 70.6%-9.5pp |
| Annual return | 15.93% | 24.73%-8.8pp | 9417.33%-9401.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $820 | $1,952-58.0% | $4,153-80.3% | $2,726-69.9% |
| Participant deferral / active EE | $2,885 | $3,212-10.2% | $4,168-30.8% | $4,647-37.9% |
| Admin fee / account holder | $205 | $589-65.2% | $7,715-97.3% | $430-52.4% |