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 |
|---|---|---|
ALAN GROSS2 years Service code 10 · EIN 26-4525409 | Accounting | $10,500 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$10,024 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,329 | $80,673+214.0% | $101,326+150.0% | $84,808+198.7% |
| Participation rate | 82.6% | 77.8%+4.8pp | 81.5%+1.1pp | 68.3%+14.3pp |
| Annual return | 15.95% | 38.95%-23.0pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,225 | $2,698-54.6% | $3,665-66.6% | $2,631-53.4% |
| Participant deferral / active EE | $10,332 | $6,840+51.0% | $7,994+29.2% | $4,212+145.3% |
| Admin fee / account holder | $19 | $12,784-99.9% | $11,185-99.8% | $7,344-99.7% |