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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.
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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 |
|---|---|---|
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $15,044 |
Service code 10 · EIN 58-1414947 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,790 | $73,360-33.5% | $177,989-72.6% | $74,495-34.5% |
| Participation rate | 60.5% | 66.6%-6.1pp | 77.1%-16.6pp | 67.2%-6.7pp |
| Annual return | 12.76% | 17.49%-4.7pp | 294.48%-281.7pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $432 | $2,216-80.5% | $3,949-89.1% | $2,623-83.5% |
| Participant deferral / active EE | $2,708 | $4,513-40.0% | $6,276-56.9% | $4,346-37.7% |
| Admin fee / account holder | $303 | $1,808-83.2% | $10,363-97.1% | $1,942-84.4% |