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 | $28,501 |
BENNETT THRASHER LLP2 years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $14,838 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $14,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,103 | $101,724-58.6% | $164,813-74.5% | $80,856-47.9% |
| Participation rate | 58.4% | 71.8%-13.4pp | 78.6%-20.2pp | 67.6%-9.2pp |
| Annual return | 14.79% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,101 | $2,953-62.7% | $4,341-74.6% | $2,755-60.0% |
| Participant deferral / active EE | $3,455 | $4,477-22.8% | $6,031-42.7% | $4,296-19.6% |
| Admin fee / account holder | $403 | $8,227-95.1% | $12,690-96.8% | $6,918-94.2% |