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 | -$13,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $213,180 | $122,239+74.4% | $184,203+15.7% | $74,495+186.2% |
| Participation rate | 87.7% | 85.5%+2.2pp | 86.8%+0.9pp | 67.2%+20.5pp |
| Annual return | 22.18% | 19.95%+2.2pp | 28.81%-6.6pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $5,009 | $4,537+10.4% | $6,427-22.1% | $2,623+91.0% |
| Participant deferral / active EE | $11,371 | $7,139+59.3% | $9,131+24.5% | $4,346+161.7% |
| Admin fee / account holder | -$83 | $1,260-106.6% | $13,901-100.6% | $1,942-104.3% |