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 | $58,559 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPE Service code 10 · EIN 13-4008324 | Accounting | $18,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,833 | $89,436+25.0% | $164,813-32.1% | $77,643+44.0% |
| Participation rate | 95.1% | 78.6%+16.5pp | 78.6%+16.5pp | 70.6%+24.6pp |
| Annual return | 12.94% | 28.83%-15.9pp | 69.93%-57.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,294 | $2,569-10.7% | $4,341-47.1% | $2,726-15.8% |
| Participant deferral / active EE | $7,790 | $4,897+59.1% | $6,031+29.2% | $4,647+67.6% |
| Admin fee / account holder | $116 | $339-65.9% | $12,690-99.1% | $430-73.1% |