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 |
|---|---|---|
SAIPH CAPITAL LLC3 years Service code 27 · EIN 86-2052065 | Advisory (Plan) | $15,197 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,709 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,026 | $73,360-12.7% | $177,989-64.0% | $74,495-14.1% |
| Participation rate | 80.0% | 66.6%+13.4pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 16.98% | 17.49%-0.5pp | 294.48%-277.5pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,230 | $2,216-44.5% | $3,949-68.9% | $2,623-53.1% |
| Participant deferral / active EE | $4,510 | $4,513-0.1% | $6,276-28.1% | $4,346+3.8% |
| Admin fee / account holder | $155 | $1,808-91.4% | $10,363-98.5% | $1,942-92.0% |