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 7-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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $163,652 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $89,609 |
Filed as: TOWERS WATSON INV SERVICES INC Service code 16 · EIN 52-1868818 | Consulting | $56,250 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $23,100 |
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 | $150,549 | $104,697+43.8% | $96,544+55.9% | $80,160+87.8% |
| Participation rate | 92.9% | 86.4%+6.5pp | 76.0%+16.9pp | 72.9%+19.9pp |
| Annual return | 23.11% | 21.78%+1.3pp | 25.84%-2.7pp | 40.38%-17.3pp |
| Employer contribution / active EE | $8,150 | $3,536+130.5% | $2,965+174.9% | $2,978+173.7% |
| Participant deferral / active EE | $9,277 | $6,188+49.9% | $4,851+91.2% | $5,017+84.9% |
| Admin fee / account holder | $179 | $107+67.9% | $8,252-97.8% | $145+23.7% |