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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,148 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,242 | $102,317-20.6% | $146,958-44.7% | $80,856+0.5% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 15.77% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,457 | $3,713+47.0% | $4,933+10.6% | $2,755+98.1% |
| Participant deferral / active EE | $13,505 | $6,644+103.3% | $8,070+67.3% | $4,296+214.4% |
| Admin fee / account holder | $294 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |