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 |
|---|---|---|
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $14,825 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,359 | $100,923+30.2% | $150,045-12.5% | $74,304+76.8% |
| Participation rate | 94.5% | 70.1%+24.4pp | 82.3%+12.2pp | 60.3%+34.2pp |
| Annual return | 17.03% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,545 | $3,463+2.4% | $4,693-24.5% | $2,241+58.2% |
| Participant deferral / active EE | $8,643 | $6,709+28.8% | $7,997+8.1% | $3,767+129.4% |
| Admin fee / account holder | -$35 | $2,767-101.3% | $13,435-100.3% | $2,969-101.2% |