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 |
|---|---|---|
MEADEN & MOORE, LTD.10+ years Service code 10 · EIN 34-1818258 | Accounting | $13,100 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$1,013 |
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 | $101,596 | $96,486+5.3% | $153,485-33.8% | $77,643+30.9% |
| Participation rate | 84.6% | 81.6%+2.9pp | 77.1%+7.5pp | 70.6%+14.0pp |
| Annual return | 16.98% | 14.44%+2.5pp | 15.65%+1.3pp | 31.24%-14.3pp |
| Employer contribution / active EE | $702 | $5,224-86.6% | $5,039-86.1% | $2,726-74.2% |
| Participant deferral / active EE | $5,056 | $6,609-23.5% | $6,757-25.2% | $4,647+8.8% |
| Admin fee / account holder | $30 | $182-83.8% | $12,724-99.8% | $430-93.1% |