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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $24,345 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,494 |
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 | $130,646 | $84,556+54.5% | $116,228+12.4% | $74,304+75.8% |
| Participation rate | 95.1% | 66.0%+29.0pp | 74.6%+20.5pp | 60.3%+34.7pp |
| Annual return | 16.08% | 18.35%-2.3pp | 90.06%-74.0pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,704 | $2,168+24.7% | $2,994-9.7% | $2,241+20.6% |
| Participant deferral / active EE | $7,858 | $3,814+106.0% | $4,953+58.7% | $3,767+108.6% |
| Admin fee / account holder | $345 | $3,792-90.9% | $11,989-97.1% | $2,969-88.4% |