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 |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $24,955 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,257 | $86,929+102.8% | $102,423+72.1% | $80,856+118.0% |
| Participation rate | 98.9% | 72.4%+26.6pp | 76.5%+22.4pp | 67.6%+31.3pp |
| Annual return | 16.30% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,916 | $2,369+107.5% | $3,023+62.6% | $2,755+78.5% |
| Participant deferral / active EE | $6,436 | $4,118+56.3% | $5,053+27.4% | $4,296+49.8% |
| Admin fee / account holder | $251 | $8,049-96.9% | $9,451-97.3% | $6,918-96.4% |