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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,561 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $15,872 |
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 | $40,776 | $57,610-29.2% | $154,803-73.7% | $102,872-60.4% |
| Participation rate | 95.2% | 59.5%+35.7pp | 78.1%+17.1pp | 73.0%+22.2pp |
| Annual return | 19.08% | 30.49%-11.4pp | 58.88%-39.8pp | 19.06%0pp |
| Employer contribution / active EE | $2,285 | $1,883+21.3% | $4,305-46.9% | $3,526-35.2% |
| Participant deferral / active EE | $3,681 | $2,914+26.3% | $5,540-33.6% | $5,535-33.5% |
| Admin fee / account holder | $67 | $368-81.7% | $14,329-99.5% | $292-77.0% |