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 37 · EIN 04-2647786 | Loan Processing | $143,507 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $126,852 |
Annual investment return 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 | $91,221 | $110,299-17.3% | $102,423-10.9% | $199,593-54.3% |
| Participation rate | 96.0% | 86.3%+9.8pp | 76.5%+19.5pp | 72.0%+24.1pp |
| Annual return | 11.35% | 35.73%-24.4pp | 29.32%-18.0pp | 34.25%-22.9pp |
| Employer contribution / active EE | $3,121 | $3,603-13.4% | $3,023+3.2% | $3,034+2.9% |
| Participant deferral / active EE | $5,878 | $6,376-7.8% | $5,053+16.3% | $5,087+15.6% |
| Admin fee / account holder | $130 | $122+6.5% | $9,451-98.6% | $269-51.6% |