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 |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,750 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,418 | $87,870+86.0% | $113,168+44.4% | $74,304+119.9% |
| Participation rate | 94.3% | 70.7%+23.6pp | 76.6%+17.8pp | 60.3%+34.0pp |
| Annual return | 17.09% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,302 | $2,277+45.0% | $2,975+11.0% | $2,241+47.3% |
| Participant deferral / active EE | $8,380 | $4,241+97.6% | $5,107+64.1% | $3,767+122.5% |
| Admin fee / account holder | $32 | $3,368-99.1% | $12,068-99.7% | $2,969-98.9% |