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 |
|---|---|---|
FIIOC1 year Service code 37 · EIN 04-2647786 | Loan Processing | $49,500 |
COOK STREET CONSULTING7+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $29,576 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 | Legal | $13,043 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $218,864 | $104,317+109.8% | $159,436+37.3% | $86,799+152.1% |
| Participation rate | 91.2% | 77.7%+13.5pp | 82.8%+8.4pp | 72.3%+18.9pp |
| Annual return | 19.06% | 26.32%-7.3pp | 263.57%-244.5pp | 97.91%-78.8pp |
| Employer contribution / active EE | $1,107 | $3,451-67.9% | $4,829-77.1% | $2,405-54.0% |
| Participant deferral / active EE | $14,242 | $6,837+108.3% | $7,352+93.7% | $4,131+244.8% |
| Admin fee / account holder | -$4 | $172-102.6% | $10,799-100.0% | $170-102.6% |