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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $14,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,821 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,546 | $88,890-10.5% | $102,423-22.3% | $77,643+2.5% |
| Participation rate | 88.9% | 80.9%+8.0pp | 76.5%+12.4pp | 70.6%+18.4pp |
| Annual return | 14.34% | 24.98%-10.6pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,367 | $2,698-12.3% | $3,023-21.7% | $2,726-13.2% |
| Participant deferral / active EE | $5,414 | $5,145+5.2% | $5,053+7.1% | $4,647+16.5% |
| Admin fee / account holder | -$3 | $235-101.2% | $9,451-100.0% | $430-100.6% |