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 | $58,805 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,199 | $119,446-0.2% | $150,045-20.6% | $85,563+39.3% |
| Participation rate | 98.0% | 75.4%+22.5pp | 82.3%+15.7pp | 66.0%+32.0pp |
| Annual return | 21.43% | 23.72%-2.3pp | 62.55%-41.1pp | 31.51%-10.1pp |
| Employer contribution / active EE | $3,948 | $4,078-3.2% | $4,693-15.9% | $2,654+48.8% |
| Participant deferral / active EE | $14,924 | $7,985+86.9% | $7,997+86.6% | $4,375+241.1% |
| Admin fee / account holder | $110 | $548-79.9% | $13,435-99.2% | $834-86.8% |