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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,258 |
LEGACY ADVISORS LLC7 years Service code 27 · EIN 06-1659806 | Advisory (Plan) | $31,230 |
Service code 10 · EIN 02-2074976 | Accounting | $21,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,495 | $59,417+23.7% | $93,606-21.5% | $74,495-1.3% |
| Participation rate | 81.0% | 59.7%+21.3pp | 68.7%+12.3pp | 67.2%+13.8pp |
| Annual return | 10.93% | 81.83%-70.9pp | 133.20%-122.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,576 | $3,050+50.0% | $4,411+3.7% | $4,346+5.3% |
| Admin fee / account holder | $497 | $3,021-83.5% | $8,285-94.0% | $1,942-74.4% |