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 47-1411118 | Advisory (Plan) | $47,473 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,976 | $101,317-25.0% | $146,958-48.3% | $74,495+2.0% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+27.9pp |
| Annual return | 18.20% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,693 | $3,810-29.3% | $4,933-45.4% | $2,623+2.7% |
| Participant deferral / active EE | $7,229 | $7,303-1.0% | $8,070-10.4% | $4,346+66.4% |
| Admin fee / account holder | $236 | $1,739-86.4% | $12,998-98.2% | $1,942-87.8% |