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) | $36,548 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,533 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,329 | $79,171+25.5% | $102,423-3.0% | $74,495+33.3% |
| Participation rate | 86.7% | 74.8%+11.9pp | 76.5%+10.3pp | 67.2%+19.5pp |
| Annual return | 15.67% | 54.93%-39.3pp | 29.32%-13.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,324 | $2,362-43.9% | $3,023-56.2% | $2,623-49.5% |
| Participant deferral / active EE | $5,015 | $4,415+13.6% | $5,053-0.8% | $4,346+15.4% |
| Admin fee / account holder | $240 | $2,001-88.0% | $9,451-97.5% | $1,942-87.6% |