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 |
|---|---|---|
HOBERMAN & LESSER, LLP9+ years Service code 99 · EIN 47-1492235 | Other Fees | $9,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,638 | $88,083+32.4% | $164,813-29.2% | $74,495+56.6% |
| Participation rate | 52.9% | 73.0%-20.1pp | 78.6%-25.7pp | 67.2%-14.3pp |
| Annual return | 13.39% | 17.26%-3.9pp | 69.93%-56.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $416 | $2,593-83.9% | $4,341-90.4% | $2,623-84.1% |
| Participant deferral / active EE | $3,298 | $4,498-26.7% | $6,031-45.3% | $4,346-24.1% |
| Admin fee / account holder | $95 | $2,234-95.8% | $12,690-99.3% | $1,942-95.1% |