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 60 · EIN 04-2647786 | Sub-TA Fees | $34,459 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,549 |
Employer 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 | $27,515 | $54,193-49.2% | $93,606-70.6% | $77,643-64.6% |
| Participation rate | 73.5% | 63.9%+9.5pp | 68.7%+4.8pp | 70.6%+2.9pp |
| Annual return | 11.84% | 30.54%-18.7pp | 133.20%-121.4pp | 31.24%-19.4pp |
| Employer contribution / active EE | $166 | $1,168-85.8% | $2,420-93.2% | $2,726-93.9% |
| Participant deferral / active EE | $2,529 | $3,144-19.5% | $4,411-42.7% | $4,647-45.6% |
| Admin fee / account holder | $170 | $576-70.4% | $8,285-97.9% | $430-60.5% |