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 | $94,387 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,000 |
WRIGHT FORD YOUNG & CO7 years Service code 10 · EIN 95-3288054 | Accounting | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,944 | $108,549-29.1% | $156,263-50.8% | $85,563-10.1% |
| Participation rate | 92.6% | 77.1%+15.5pp | 78.9%+13.7pp | 66.0%+26.6pp |
| Annual return | 17.42% | 21.79%-4.4pp | 59.47%-42.0pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,882 | $2,690-30.0% | $4,333-56.6% | $2,654-29.1% |
| Participant deferral / active EE | $5,771 | $4,800+20.2% | $6,158-6.3% | $4,375+31.9% |
| Admin fee / account holder | $172 | $650-73.6% | $14,255-98.8% | $834-79.4% |