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 64 · EIN 04-2647786 | Recordkeeping Fees | $119,847 |
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,289 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,204 | $199,593-85.4% | $76,190-61.7% | $199,593-85.4% |
| Participation rate | 79.6% | 72.0%+7.6pp | 79.3%+0.4pp | 72.0%+7.6pp |
| Annual return | 12.87% | 34.25%-21.4pp | 13.78%-0.9pp | 34.25%-21.4pp |
| Employer contribution / active EE | $1,228 | $3,034-59.5% | $4,578-73.2% | $3,034-59.5% |
| Participant deferral / active EE | $1,438 | $5,087-71.7% | $5,474-73.7% | $5,087-71.7% |
| Admin fee / account holder | $108 | $269-59.8% | $5,123-97.9% | $269-59.8% |