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 23-3034280 | Advisory (Plan) | $35,521 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,135 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,779 | $87,870+20.4% | $113,168-6.5% | $74,304+42.4% |
| Participation rate | 88.1% | 70.7%+17.4pp | 76.6%+11.5pp | 60.3%+27.8pp |
| Annual return | 14.87% | 26.44%-11.6pp | 24.27%-9.4pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,515 | $2,277-33.5% | $2,975-49.1% | $2,241-32.4% |
| Participant deferral / active EE | $5,318 | $4,241+25.4% | $5,107+4.1% | $3,767+41.2% |
| Admin fee / account holder | $224 | $3,368-93.4% | $12,068-98.1% | $2,969-92.5% |