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 |
|---|---|---|
WISS & COMPANY, LLP10+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $23,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $11,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,302 | $56,767+266.9% | $101,794+104.6% | $85,563+143.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.2%+30.8pp | 66.0%+34.0pp |
| Annual return | 14.28% | 17.76%-3.5pp | 30.53%-16.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $11,505 | $1,112+934.5% | $2,289+402.7% | $2,654+333.6% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $71 | $1,098-93.5% | $8,777-99.2% | $834-91.4% |