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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,137 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $15,372 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,538 | $87,870-73.2% | $113,168-79.2% | $74,304-68.3% |
| Participation rate | 86.6% | 70.7%+15.9pp | 76.6%+10.1pp | 60.3%+26.3pp |
| Annual return | 17.40% | 26.44%-9.0pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $676 | $2,277-70.3% | $2,975-77.3% | $2,241-69.9% |
| Participant deferral / active EE | $2,141 | $4,241-49.5% | $5,107-58.1% | $3,767-43.2% |
| Admin fee / account holder | $153 | $3,368-95.5% | $12,068-98.7% | $2,969-94.8% |