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 | $177,057 |
Service code 16 · EIN 20-1006470 | Consulting | $62,500 |
LILLING & COMPANY LLP9 years Filed as: LILLING AND COMPANY LLP Service code 10 · EIN 13-3447681 | Accounting | $17,425 |
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 | $66,466 | $122,186-45.6% | $146,958-54.8% | $199,593-66.7% |
| Participation rate | 95.9% | 78.3%+17.6pp | 82.2%+13.7pp | 72.0%+23.9pp |
| Annual return | 15.46% | 30.56%-15.1pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $1,981 | $4,093-51.6% | $4,933-59.8% | $3,034-34.7% |
| Participant deferral / active EE | $9,689 | $8,502+14.0% | $8,070+20.1% | $5,087+90.5% |
| Admin fee / account holder | $74 | $179-58.9% | $12,998-99.4% | $269-72.6% |