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 | $158,325 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $74,672 |
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 | $84,297 | $122,186-31.0% | $146,958-42.6% | $199,593-57.8% |
| Participation rate | 86.9% | 78.3%+8.6pp | 82.2%+4.7pp | 72.0%+14.9pp |
| Annual return | 15.78% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $3,782 | $4,093-7.6% | $4,933-23.3% | $3,034+24.6% |
| Participant deferral / active EE | $11,760 | $8,502+38.3% | $8,070+45.7% | $5,087+131.2% |
| Admin fee / account holder | $110 | $179-38.7% | $12,998-99.2% | $269-59.3% |