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 | $48,810 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,135 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 39-1357951 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,029 | $49,915+130.4% | $154,803-25.7% | $74,304+54.8% |
| Participation rate | 92.3% | 54.0%+38.3pp | 78.1%+14.2pp | 60.3%+31.9pp |
| Annual return | 14.68% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,093 | $1,611+92.0% | $4,305-28.2% | $2,241+38.0% |
| Participant deferral / active EE | $5,870 | $2,255+160.3% | $5,540+5.9% | $3,767+55.8% |
| Admin fee / account holder | $283 | $2,189-87.1% | $14,329-98.0% | $2,969-90.5% |