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 | $46,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,699 | $73,360+31.8% | $177,989-45.7% | $74,495+29.8% |
| Participation rate | 91.2% | 66.6%+24.6pp | 77.1%+14.1pp | 67.2%+24.0pp |
| Annual return | 19.82% | 17.49%+2.3pp | 294.48%-274.7pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $1,382 | $2,216-37.7% | $3,949-65.0% | $2,623-47.3% |
| Participant deferral / active EE | $6,522 | $4,513+44.5% | $6,276+3.9% | $4,346+50.1% |
| Admin fee / account holder | $377 | $1,808-79.2% | $10,363-96.4% | $1,942-80.6% |