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 60 · EIN 04-2647786 | Sub-TA Fees | $23,324 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $19,758 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $7,262 |
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 | $45,213 | $80,724-44.0% | $103,333-56.2% | $74,495-39.3% |
| Participation rate | 86.0% | 65.7%+20.3pp | 74.5%+11.4pp | 67.2%+18.8pp |
| Annual return | 16.74% | 27.56%-10.8pp | 24.88%-8.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,206 | $3,157-30.1% | $3,868-43.0% | $2,623-15.9% |
| Participant deferral / active EE | $4,939 | $3,860+27.9% | $5,057-2.3% | $4,346+13.7% |
| Admin fee / account holder | $189 | $2,368-92.0% | $8,355-97.7% | $1,942-90.3% |