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 | $29,439 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $24,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,410 | $82,917+74.2% | $103,333+39.8% | $77,643+86.0% |
| Participation rate | 52.3% | 71.6%-19.3pp | 74.5%-22.2pp | 70.6%-18.3pp |
| Annual return | 16.19% | 19.13%-2.9pp | 24.88%-8.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,100 | $3,552-40.9% | $3,868-45.7% | $2,726-23.0% |
| Participant deferral / active EE | $5,844 | $4,108+42.2% | $5,057+15.5% | $4,647+25.7% |
| Admin fee / account holder | $268 | $638-58.0% | $8,355-96.8% | $430-37.7% |