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 | $42,465 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $39,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,779 | $106,028-5.0% | $146,958-31.4% | $77,643+29.8% |
| Participation rate | 87.6% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 16.60% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,123 | $4,063-47.7% | $4,933-57.0% | $2,726-22.1% |
| Participant deferral / active EE | $10,416 | $7,990+30.4% | $8,070+29.1% | $4,647+124.1% |
| Admin fee / account holder | $157 | $337-53.4% | $12,998-98.8% | $430-63.4% |