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 | $74,882 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $32,433 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,201 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $18,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,330 | $89,436+42.4% | $164,813-22.7% | $77,643+64.0% |
| Participation rate | 96.2% | 78.6%+17.6pp | 78.6%+17.6pp | 70.6%+25.6pp |
| Annual return | 20.41% | 28.83%-8.4pp | 69.93%-49.5pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,265 | $2,569-11.8% | $4,341-47.8% | $2,726-16.9% |
| Participant deferral / active EE | $8,238 | $4,897+68.2% | $6,031+36.6% | $4,647+77.3% |
| Admin fee / account holder | $145 | $339-57.1% | $12,690-98.9% | $430-66.2% |