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 | $5,562 |
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 37-6572947 | Accounting | $3,188 |
Service code 16 · EIN 04-2530412 | Consulting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,212 | $86,929-42.2% | $102,423-51.0% | $80,856-37.9% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 15.47% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,756 | $2,369+16.3% | $3,023-8.9% | $2,7550% |
| Participant deferral / active EE | $4,310 | $4,118+4.6% | $5,053-14.7% | $4,296+0.3% |
| Admin fee / account holder | $72 | $8,049-99.1% | $9,451-99.2% | $6,918-99.0% |