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 | $102,218 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 16 · EIN 06-1397347 | Consulting | $16,547 |
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 | $58,643 | $129,021-54.5% | $184,203-68.2% | $77,643-24.5% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.8%-0.1pp | 70.6%+16.1pp |
| Annual return | 22.08% | 33.27%-11.2pp | 28.81%-6.7pp | 31.24%-9.2pp |
| Employer contribution / active EE | $2,521 | $4,413-42.9% | $6,427-60.8% | $2,726-7.5% |
| Participant deferral / active EE | $11,023 | $7,297+51.1% | $9,131+20.7% | $4,647+137.2% |
| Admin fee / account holder | $120 | $254-52.9% | $13,901-99.1% | $430-72.2% |