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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $96,316 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,357 | $131,153-31.1% | $101,326-10.8% | $102,872-12.2% |
| Participation rate | 57.0% | 80.8%-23.8pp | 81.5%-24.5pp | 73.0%-16.1pp |
| Annual return | 17.71% | 23.05%-5.3pp | 36.82%-19.1pp | 19.06%-1.3pp |
| Employer contribution / active EE | $1,924 | $3,900-50.7% | $3,665-47.5% | $3,526-45.4% |
| Participant deferral / active EE | $5,062 | $10,801-53.1% | $7,994-36.7% | $5,535-8.5% |
| Admin fee / account holder | $206 | $140+47.9% | $11,185-98.2% | $292-29.4% |