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 | $34,658 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,237 | $47,202-67.7% | $93,606-83.7% | $99,062-84.6% |
| Participation rate | 23.9% | 57.3%-33.4pp | 68.7%-44.8pp | 71.6%-47.7pp |
| Annual return | 13.93% | 13.08%+0.8pp | 133.20%-119.3pp | 17.66%-3.7pp |
| Employer contribution / active EE | $0 | $1,134-100.0% | $2,420-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $686 | $2,296-70.1% | $4,411-84.4% | $5,331-87.1% |
| Admin fee / account holder | $13 | $86-84.3% | $8,285-99.8% | $109-87.7% |